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David A. Schneider, CFP®

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Wealth Management Report (27)

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Financial Planning
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An Independent Financial Services Firm Devoted to Helping You Reach Your Financial & Life Goals

Financial Updates

Wealth Management Report – 1st Qtr 2023
Wealth Management Report – 4th Qtr 2022
Direct indexing gains appeal as taxable losses mount

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In the News (52)
Wealth Management Report (27)

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Call: (800) 461-3283

Schneider Wealth Strategies
41 Madison Avenue, Floor 31
New York, NY 10010

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Copyright 2023 - Schneider Wealth Strategies • Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA / SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Schneider Wealth Strategies are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, IL, MA, MD, ME, NC, NJ, NY, OH, PA, SC, TX, VA, VT, WI. No offers may be made or accepted from any resident outside the specific states referenced. [website design]

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