SCH Financial Group

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

3003 Tamiami Trl N Ste 300, Naples, Flor...

Phone Number

(239) 687-3600

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About SCH Financial Group

SCH Financial Group of Naples, FL is a Wealth Management company that exists because the founder and financial advisors in Naples, FL that work for SCH Financial have all gained enough experience from working in large wire houses or banks to become dis-enchanted with the Financial Services industry. "We want to change how investors are treated." We know that many Financial Advisors, Wealth Management Advisors and Private Bankers at large firms in Naples, FL have sales goals forced upon them which could result in the individual investor being placed in various products with multiple fee's. SCH Financial Group of Naples, FL is different. We work for our client and no one else. Our experienced investment stragetists and financial planners create retirement plans, wealth management and legacy planning strategies that give you ownership of your financial future. We are paid by our clients and no one else. We do not have proprietary product to sell. We do not have bonus incentives. Our fee sRead more
SCH Financial Group's Social MediaPopular SearchesSch Financial Group LLCSCH Financial GroupSIC Code 62,628NAICS Code 52,523Show more

SCH Financial Group Org Chart

PhoneEmail
Terry Schnare, Founder & Managing Principal at SCH Financial Group
United States flag for contact location.

Founder & Managing Principal

PhoneEmail
EC
United States flag for contact location.

Registered Sales Assistant

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SCH Financial Group

<$5M
1-10
Private
<$5M
2014
Terry Schnare, Founder & Managing Principal at SCH Financial Group
Terry SchnareFounder & Managing Principal
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
2014
MA
Mark AlcornFounding Member and President
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

SCH Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

SCH Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SCH Financial Group.

SCH Financial Group financials insights

Gather financial insights about SCH Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$31K

See All SCH Financial Group's Financials Insights

SCH Financial Group Tech Stack

A closer look at the technologies used by SCH Financial Group

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Frequently Asked Questions Regarding SCH Financial Group

What is SCH Financial Group's official website?
SCH Financial Group's official website is www.schfg.com
What is SCH Financial Group's Revenue?
SCH Financial Group's revenue is <$5 Million
What is SCH Financial Group's SIC code?
SCH Financial Group's SIC: 62,628
What is SCH Financial Group's NAICS code?
SCH Financial Group's NAICS: 52,523
How many employees does SCH Financial Group have?
SCH Financial Group has 1-10 employees
What industry does SCH Financial Group belong to?
SCH Financial Group is in the industry of: Finance, Securities Trading
What is SCH Financial Group competition?
SCH Financial Group top competitors include: Bollin Wealth Management, EverGreen Capital Management, Wealth Advisory Services, Stockade Wealth Management
What technology does SCH Financial Group use?
Some of the popular technologies that SCH Financial Group uses are: Cloudflare Website Optimization, Proofpoint, Google Font API, Google Tag Manager
How do I contact SCH Financial Group?
SCH Financial Group contact info: Phone number: (239) 687-3600 Website: www.schfg.com
What does SCH Financial Group do?

SCH Financial Group of Naples, FL is a Wealth Management company that exists because the founder and financial advisors in Naples, FL that work for SCH Financial have all gained enough experience from working in large wire houses or banks to become dis-enchanted with the Financial Services industry. "We want to change how investors are treated." We... know that many Financial Advisors, Wealth Management Advisors and Private Bankers at large firms in Naples, FL have sales goals forced upon them which could result in the individual investor being placed in various products with multiple fee's. SCH Financial Group of Naples, FL is different. We work for our client and no one else. Our experienced investment stragetists and financial planners create retirement plans, wealth management and legacy planning strategies that give you ownership of your financial future. We are paid by our clients and no one else. We do not have proprietary product to sell. We do not have bonus incentives. Our fee schedule is easy to understand and transparent. Our job is to do what is right for our client's period. We believe our clients deserve to be treated fairly. We believe in transparency and most importantly we believe that all investors have earned the right to have confidence in their advisors.Read More

What are SCH Financial Group social media links?
SCH Financial Group Linkedin page
Is SCH Financial Group a public company?
SCH Financial Group is private company therefore does not currently have an official ticker symbol
See more information about SCH Financial Group

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