Trusted Fiduciary Advisors Providing Local Personalized Service
Snyder Capital Management Manages over 250 Million Dollars while helping clients enjoy their lifestyle on Long Island for almost half a century
What Makes Our Firm Different?
In an industry where it seems that every financial service provider carries the moniker of "financial planner" or "fiduciary", the ability to articulate a differentiation is extremely challenging for the service provider and, even more so, for the potential client, who is placing, to a significant degree, their financial future in the hands of a financial professional.
People should understand how much they pay and what they are paying for.
Working together face to face creates an extra layer of accountability and a sense of family.
A person's value is not measured by their net worth.
People should always expect (and get) the whole truth.
We Are Your Local Trusted Advisor
What is a trusted advisor? When it comes to managing your financial future would you prefer to work with someone bound by trust and the highest legal standards of professional care and accountability or someone that is not?
We are here to help you successfully transition from paycheck to portfolio income when you retire. Using sophisticated models, we help each client answer the question, “How much can I take out of my portfolio so I do not overspend my resources or underspend the quality of my retirement years?”
Our dedicated Investment Management Team brings the best thinking of our firm to each client’s individual account. The result is an investment strategy that is built to last. We build custom global investment strategies designed to meet your specific cash flow needs.
Our goal is to make the estate and wealth transfer planning process clear and understandable. We ask the key questions to help our families think through the various complexities of transferring wealth
Wealth preservation strategies have failed historically by either not taking enough risk or taking too much risk in one area. The solution is to balance the risks taken for better outcomes in a full range of market environments.
Planning to Save for College or Just Graduated?
It’s never too late to start saving for your child’s college education. It all begins with a well thought out plan and choosing the right solution to help achieve that goal. Let us walk you through each stage of the savings process including post graduation retirement planning tips.
College Planning - The Basics
Do you have a plan to save for your child's college education? Setting goals as early as possible is key to success!
Understanding 529 Plans
A 529 college-savings plan is a flexible and tax-advantaged way to save for qualified higher-education expenses.
Expected Family Contribution
It can be advantageous to know one’s EFC before beginning the college-application process
Latest Financial Services Blog Posts
Financial Planning articles to offer advice and help on many different topics.
For the nation, 2020 has been one of the most difficult years in memory. We are grappling with COVID and its fallout, economic upheaval, racial tensions, wildfires, hurricanes, a presidential
Get in Touch with Us Today!
Our mission is to serve the personal financial planning and investment management needs of those preparing for retirement, and the large population of retired individuals who have come to depend on us.
Latest Blog Posts
1733 N Ocean Avenue Suite A Medford, NY 11763 Phone: (631)289-4224 E-Mail: firstname.lastname@example.org
Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC, advisory services offered through Mark J. Snyder Financial, inc., which is not affiliated with Royal Alliance.
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Advisory services are strictly intended for individuals residing in the states where we have notice filed: FL, NY & VT.
IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered,or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.