Your Retirement Investment Specialist

General Info

We are a fee based advisory firm specializing in financial planning and asset management services. The consumer will pay for financial services provided by one or a combination of the following methods: fees for advisory services and/or commissions from the sale of investments through Mark J. Snyder. The final method of compensation to be disclosed and agreed upon during the initial consultation, but prior to any services offered. Whether it be for an individual IRA, pension or profit sharing plan for the busy professional, or to create, implement and service an employee 401k plan for a local business, Mark J. Snyder utilizes his expertise and that of his professional staff to gather data, plan, implement and service a qualified plan to each client¿s satisfaction. In addition, for those clients who are already participating in an employer 401k, TIAA/CREF, or 403(b), we can provide analysis and ongoing management services for those clients seeking professional assistance in maximizing their retirement plans¿ investment returns within a given level of risk. Retiring or changing jobs, expecting or inheriting a lump sum, making critical decisions regarding a rollover of qualified funds from an IRA or pension distribution? Let us provide professional advice and guidance to help you make an informed decision. Additionally, if estate planning or tax advice is needed, we work closely with some of the top local attorneys and accountants who are specialists in their field. Mark Snyder is president of Mark J. Snyder Financial Services, Inc., a full service financial consulting firm. Separately he is a Managing Executive of Royal Alliance Associates, Inc., a registered broker/dealer, and a member of FINRA/SIPC and AIG Advisor Group. In addition to having his articles published in a number of major financial journals and often quoted in national publications, Mr. Snyder is the author of the book On Educated Investing. Mr. Snyder¿s biography appears in Marquis Who¿s Who in America. *Worth Magazine has chosen him as one of America¿s top financial advisors for four consecutive years. He was the winner of the 2002 Outstanding Broker Award from Registered Representative Magazine (based on longevity in the industry and substantial assets under management, superior client service and peer recognition), was named one of Bloomberg Wealth Manager Magazines Top Dogs (Leading independent financial advisor, registered with SEC, serving wealthy clients) for the last four years, and was inducted into the 2001 Advisor Hall of Fame by Research Magazine (based on longevity in the industry and substantial assets under management, superior client service and peer recognition). Recently, Mr. Snyder was named a FINRA Arbitrator.

Extra Phones

Fax: 631-289-8130

TollFree: 800-543-5283

Hours

Regular Hours

Mon - Thu:	9:00 am - 5:00 pm
Fri:	9:00 am - 4:00 pm
Sat - Sun	Closed

Categories

Accountants-Certified Public, Financial Planning Consultants

Payment Options

Location

Located at 1731 N. Ocean Avenue Suite A in Medford

Neighborhood

Medford

Accreditation

FINRA Arbitrator.

Bloomberg Wealth Manager Magazines Top Dogs

Worth Magazine Top Financial Advisor 2004-2008

Marquis Who's Who in America

AKA

Royal Alliance Associates

Royal Alliance Assoc Inc

Royal Alliance Associates Inc

Snyder Financial Service

Other Links

http://royalalliance.com

https://snyderwealthgroup.com/contact-us