wiseradvisor

Chris Makosch
Schuylkill Financial, LLC

Tel: (610) 670-1656
711 Spring Street
Reading, PA 19610

Independent, Transparent, No Hidden Fees, Fiduciary

Schuylkill Financial, LLC | Financial Advisor in Reading ,PA

About Schuylkill Financial, LLC

Our partnership was founded on the basis of having a positive impact on peoples lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning and estate planning.


General Information

Firm Start Year:   2007
No.of Employees:   2-4
Name of Custodial Firm:   Fidelity Investments
States Licensed in:   PA
Number of Years with Current Firm:   10


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Accident , Disability , Life , Variable Life , Long Term Care , Variable Annuity

Firm Information

Firm's Number of Clients:   109
Firm's Number of Planning Clients:   109
Firm's Number of Managed Clients:   109
Assets Managed by Advisor:   $55,000,000.00


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Compensation Methods:   Flat Fee , Based on Assets , Hourly , Commissions
Fee % Based on Assets:   1
Hourly Rate:   $200


Education

Bachelors of Science - Accounting  Penn State - Penn State Univ Park
09/91-05/95

Masters - Financial Services  American College
01/04-05/05



Faqs

  • Do you have a customer satisfaction or refund policy? Yes, clients are given the opportunity to work with us for a full quarter before any quarterly advisory fees are applied.
  • What are your qualifications? What is your education background? CFP, BS Accounting, MS Financial Services
  • What is your approach to financial planning? Comprehensive but we tailor our planning according to the clients needs and goals.
  • What services do you offer? Retirement Planning, Investment, Estate Planning, Risk Management, Tax Planning as it applies to Roths, options, income deferment.
  • How many clients do you currently manage? 109
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Chris Makosch

Chris Makosch

CERTIFIED FINANCIAL PLANNER™ Certificant, MSFS

Why I decided to become a financial advisor:

Todays world of investing is complex and takes time to do research to make appropriate decisions in a timely manner. All to often families fall prey to financial predators that attempt to sell high cost products and lock up their hard earned money. Even though the world of investing is changing many financial companies apply unrealistic goals. Employees of these financial firms are put under career and goal stress to achieve them despite often knowing those products are of poor choice. I became a financial advisor to provide the greatest quality of products and service i know this industry can provide and that you deserve. Caring means putting our clients first among all else which is why I have taken the oath of a fiduciary advisor. I began my career at Meridian Asset Management and have held many bank management positions over the years. I have extensive experience working with upper level managers and their families. I hold a Bachelors degree in Accounting from PennState, a masters degree, and am a Certified Financial Planner. I take part in many volunteer functions such as scouting, coaching, and community projects.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Awards & Recognitions

Eagle Scout
(01/91)

Eagle Scout

Social Networks

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