As your Edward Jones financial advisor, I invest my time to understand what you're working toward before you invest your money. This means we take time up front to get to know you and learn what's important in terms of your financial security. It's also important to understand the level of risk you're comfortable accepting so we can balance it with the steps necessary to reach your long-term goals. Relationships mean everything, and partnering with the families I commit to serve is paramount to my practice.
A primary focus of my clients, amongst other financial goals, is that they aspire to retire with dignity, fund their children's education and leave an investment legacy. Our process ensures our clients develop a unique strategy and stay on track in achieving their financial goals throughout their life and the lives of their loved ones. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver an inclusive strategy that leverages everyone's expertise. Throughout it all, we're dedicated to providing you personalized and timely client service.
My team will be in your corner. Our clients are informed, in control and secure while also having the time and assurance to focus on what brings the most meaning to their lives. It's been an honor to work with many wonderful individuals and families over my career who have trusted me to become their partner in creating solid strategic plans. I truly love what I do and I'm grateful for every day.
I was born and raised in Lorain County, Ohio and my wife, Erica, and I make our home in Amherst. Outside of work, I enjoy spending time with our five children and sporting activities.
We look forward to partnering with you and your family. Please call us when we can be of service to you and your loved ones. Ph: 440-775-4357
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Portfolio Reviews
- Special Needs Financial Considerations
My Personal Interests
- Health & Nutrition
- Personal Fitness
Office Address20 South Main Street
Oberlin, OH 44074
Phone NumberSteve Schmittle at (440) 775-4357
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