W. Keith Schmidt

Credentials:
  • CLU®
  • CASL®
  • ChFC®

Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Retirement Income Planning, Estate Planning, Group Benefits, Business Succession Planning, Risk Management Strategies, LGBTQ

Languages: English

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial
goals.

I offer total financial needs analysis with expertise in:

  • Advisory services
  • Business continuation strategies
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Trust services*

 *Trust services offered through the MassMutul Trust Co., FSB.

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Business continuation strategies
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Trust services*

 

*Trust services offered through the MassMutual Trust Co., FSB.

See W. Keith’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

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New York Satellite Office - Third Avenue

Satellite Office

622 Third Avenue 9th Floor
New York, NY 10017

CRN201712-180567