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Richard K. Schroeder, CFP®

Schroeder, Braxton & Vogt, Inc.

1412 Sweet Home Rd
Ste 7
Amherst, NY 14228
Phone: (716) 634-6113
Fax: (716) 213-0582

Toll-free: (800) 713-3787

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Investment Management
  • Estate Planning
  • Retirement
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.