Schaeffer Financial

EST. AUM
$257,695,379

CONTACTS
2

CLIENT ACCOUNTS
247

Firm Details

Metro area Washington, DC
CRD Number 133697
Website schaefferfinancial.com
Client types

Overview

Schaeffer Financial, LLC is a family-owned, full-service, fee-based financial planning firm dedicated to demystifying financial matters and assisting clients in making informed financial decisions. The firm upholds the highest standards of integrity and professionalism in its client relationships. With over thirty-five years of experience, Schaeffer Financial has cultivated specialized expertise in serving Federal Government employees, foreign nationals with G-IV visas, and addressing the complexities of intergenerational planning. The firm excels at integrating financial realities with human emotions to create effective, personalized financial strategies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Schaeffer Financial

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