Snider Financial Group
With Snider Financial Group, you have found a financial partner dedicated to your best interests. We listen carefully to understand your unique needs and through our knowledge and experience provide you with independent advice and personalized strategies. We practice holistic financial planning - a comprehensive approach that focuses on what you value most. Our objective is to help you fully explore and define your goals and then structure your resources so that you can pursue critical milestones throughout your financial life. We operate with integrity and diligence as we help you seek to accumulate and preserve your wealth. Snider Financial Group is a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Snider Financial Group and its representatives are properly licensed or exempt from licensing. Past performance is no guarantee of future returns. Investing involves risk and possible loss. No advice may be provided by Snider Financial Group unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of a
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Verified contacts
8
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
3
tools in use
Monthly traffic
62
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- SS
Sheldon Sweeney
Wealth Advisor · Finance & Accounting
EmailPhone - CB
Chris Boisjolie
Senior Client Service Associate, Investment & Trading Specialist · Other
EmailPhone - HB
Heather Bush
COO · General Business & Management
EmailPhone - DF
Destri Fite
Director of First Impressions · Operations
EmailPhone - JJ
Joe J. Dominick
Wealth Advisor · Finance & Accounting
EmailPhone
Showing 5 of 8 verified contacts
Top roles at Snider Financial Group
4 distinct titles indexed · top 4 shown.
- 3wealth advisor
- 1coo
- 1director of first impressions
- 1senior client service associate, investment & trading specialist
Sign up to unlock all 8 contacts at Snider Financial Group
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