We are bombarded on all sides by a vast number of messages we don't want or need. More information is generated in a single day than we can absorb in a lifetime. To fully enjoy life, all of us must find our own breathing space and peace of mind.
That’s what we’re here for, to offer that breathing space. In the abundance of messages and options out there, one way to find peace of mind is in choosing financial advisors that take the time to get to know you. That understand your goals and adapt your plans through times of challenge and change. That’s our key to delivering the brightest of futures for you and yours.
Get the right EXPERIENCE for your vision
With over 30 years as independent investment advisors, Snavely Associates provides a depth of knowledge and experience to help firmly establish your goals and execute successful retirement plans.
- Receive custom advice from experienced professionals
- With everything we do in-house, you have the final say in all recommendations
Free yourself to be the top PRIORITY
Using independent advisors means you get a firm that works for you, not large financial institutions. We design custom allocations for each client and are free to use a much wider range of money managers. Your investment options include mutual funds, exchange―traded funds (ETFs ), closed end funds, stocks, bonds, CDs and money funds.
- Rest easy with direct, easy access to us. When you call, you’ll get someone who you know and who knows you— making it easy to satisfy your need.
- You’ll receive prompt, thorough attention on any service needs you have.
Enjoy the SUPPORT you need
With Pershing LLC (a BNY Mellon Company) as our clearing firm, you get easy online access to accounts through their client portal or mobile app. In addition, clients have access to our Advyzon software at no cost. Here, clients can run a variety of reports on their accounts, if desired.
- We care. Reviewing all your outside accounts so you see the big picture, not just the accounts you hold with us.
- Get real follow-through on everything. We make sure to give you updates every step of the way.
Stay on track to REST easy
We’ll connect with you at least three times annually to update goals and suggest adjustments based on market and economic conditions, but equally important is making adjustments to any changes going on in your life.
- Getting to know you is important to doing our job well and ensuring a smooth working relationship that suits your preferences.
- In addition to investment account advice, a personal relationship also allows us to act as a sounding board for other life decisions.
- You won’t need to wonder what’s going on. We will reach out and let you know we’re due for a review. But, we’ll also be available anytime in between if something comes up and you want to meet or go over your accounts.
Call us to find out more: