SF
Schutte Financial
Accelerating financial freedom with top investment fund ranked #1 for returns at: SchutteCapital.com
5(6 reviews)
Investing
$$
Est. 2016
Accelerating financial freedom with top investment fund ranked #1 for returns at: SchutteCapital.com
We are an independent fiduciary and Registered Investment Advisor. Our vision is to be the top financial advisor choice in the United States. Our mission is to help our clients reach their individual financial goals. We provide trusted solutions for personal finances and wealth management, including custom planning, leading investments, and insurance contacts. As a personal advocate, we can help achieve your goals with leading technology and a network team of professionals for comprehensive care. After carefully listening to your goals and dreams, a competent and caring advisor can discuss options that support your personal financial plan. Start with sharing your story and reviewing our service in a free consultation at: SchutteFinancial.com
Personalized portfolio management with a focus on solid, goal-aligned investment options.
Personalized portfolio management with a focus on solid, goal-aligned investment options.
Personalized portfolio management with a focus on solid, goal-aligned investment options.
Personalized portfolio management with a focus on solid, goal-aligned investment options.
Personalized portfolio management with a focus on solid, goal-aligned investment options.
Having been through 3 bad advisors in the last 5 years - Dan has been like a godsend. His strategy is solid. Being able to work through financials goals across everything from college, retirement, 401k contributions and much more is incredible. At every step Dan has been very patient and always available. I highly recommend that you look him up and give him a chance to help you reach your goals.
Dan is a great advisor and has exceptional investing products to help our family meet our financial goals. He is professional, thoughtful, and treats each investment as his own. If you schedule an informational meeting, he will listen to your goals, and provide detailed explanations of options for your investments. I would highly recommend Dan!
Dan has been an absolute pleasure to work with- even though we are just starting our investing journey, Dan has been a fantastic listener and has explained any questions we might have (big and small). He is patient, available, and responsive to anything we might need, and has been an awesome advocate on our behalf. We have complete trust in him and excited to have him on our side while we reach toward our goals!
Almost two years ago, my mother somewhat unexpectedly passed away. It was a lot to go through at the time, and investment was the last thing on my mind. I met Dan at my mother’s memorial, where he went out of his way to introduce himself with an amount of tact that I deeply appreciated. I didn’t know at the time, but my mother, Lori Cooney, had been his very first client. Over the next several months Dan was available for all my questions. He helped me to understand the situation and encouraged me to stay on as a client with him. Dan is quick, communicative, and highly professional. Dan truly cares for and looks out for the people whom he works with. He is more than just a financial advisor, he is a real person who treats others as real people, in a world where not many people still operate this way. From my own experience, Dan is not only intelligent and professional, but also a person who is genuinely going to look out for you and your family’s best interest.
Having Dan Schutte as my financial manager has been a huge blessing already! As a younger investor who just got married, I am very appreciative that he is so willing to share his extensive knowledge and experience. He is a great listener, and I feel like he really heard what our future goals are and made his recommendations specific to us. Thank you so much Dan!
