Professional Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 

  • Tax management
  • Investment management
  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products

 

 

Helping clients establish and achieve their long-term financial goals is the primary focus of Rob Snider's financial  practice. Whether it's a secure retirement, wealth preservation and transfer, or leaving a legacy, Rob's goal is to be his client's most trusted financial professional.

Services for Individuals
 
Investment Services:
  • Retirement Planning Strategies / Roth IRAs
  • Mutual Funds
  • 401(k) / 403(b) - Review
  • Education Funding Strategies
  • Asset Allocation - Review & Recommendation
  • Fixed & Variable Annuities
 
Protection Services:
  • Variable, Universal, Whole & Term Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Charitable Giving Strategies
  • Health Insurance
 
 
               
Services for Businesses/Owners
 
  • Employee Benefits: Group Health, Life, Disability & Dental
  • Executive Compensation Plans
  • Business Continuation, Business Overhead and 
  • Disability Buy-Out Insurance
  • Key Person Insurance
  • 401(k) Plans & Single Person 401(k)
  • Pension Plan Funding and Administration & Profit Sharing Plans
 
 
 

 

Some health insurance products offered by unaffiliated insurers.

 

 

Contact Information:

MetLife

1100 9th Street ,Suite E
Vienna, WV 26105

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 6 PPG Place, Suite 600, Pittsburgh, PA 15222, Phone: 412-562-1600. Premier Group Financial Services is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

CRN 202010-236894

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