Broker Check
 

Kent Schmidt
Private Advisor Group

6702 Buckley Rd, Suite 110A
Syracuse, NY 13212
Office: 315-703-1333

Kent Schmidt

Kent Schmidt

315-703-1333
kschmidt@lpl.com

Mission

Our mission is to be viewed as a Wealth Management resource to aid our clients with their financial goals and objectives. This means taking the time to understand our client’s needs and offer ideas and strategies, which may not be obvious, but would be in their best interest.

Commitment to Our Clients

As your Financial Advisor, I will:

  1. Gain a thorough understanding of your financial situation.
  2. Develop a plan based on your goals and objectives and offer strategies.
  3. Take the time to educate you on your financial options.
  4. Review and update your plan as needed.
  5. Do what is in your best interest.
  6. Strive to constantly improve my service to you.
  7. Be a resource to guide you to the appropriate source for strategies.