SF
Schutte Financial
Acelerando la libertad financiera con el fondo de inversión líder, clasificado como el nº 1 en rentabilidad en: SchutteCapital.com
5(6 reseñas)
Investing
$$
Est. 2016
Acelerando la libertad financiera con el fondo de inversión líder, clasificado como el nº 1 en rentabilidad en: SchutteCapital.com
Somos un fiduciario independiente y asesor de inversiones registrado. Nuestra visión es convertirnos en la opción número uno de asesoría financiera en Estados Unidos. Nuestra misión es ayudar a nuestros clientes a alcanzar sus metas financieras individuales. Ofrecemos soluciones confiables para finanzas personales y gestión de patrimonio, incluyendo planificación personalizada, inversiones destacadas y contactos de seguros. Como defensores de sus intereses, podemos ayudar a lograr sus objetivos con tecnología de vanguardia y un equipo de profesionales en una red para un cuidado integral. Después de escuchar atentamente sus metas y sueños, un asesor competente y atento puede discutir opciones que respalden su plan financiero personal. Comience compartiendo su historia y revisando nuestro servicio en una consulta gratuita en: SchutteFinancial.com
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!
Gestión de carteras personalizada con enfoque en opciones de inversión sólidas y alineadas con los objetivos.
Gestión de carteras personalizada con enfoque en opciones de inversión sólidas y alineadas con los objetivos.
Gestión de carteras personalizada con enfoque en opciones de inversión sólidas y alineadas con los objetivos.
Gestión de carteras personalizada con enfoque en opciones de inversión sólidas y alineadas con los objetivos.
Gestión de carteras personalizada con enfoque en opciones de inversión sólidas y alineadas con los objetivos.
