wiseradvisor

Diane  Snyder
Snyder Financial Inc., Investment Advisor Rep for Horter Investment Management, LLC.

Tel: (703) 327-3354
11890 Sunrise Valley Drive
Reston, VA 20191

'TRUST IS GOLDEN'

Snyder Financial Inc., Investment Advisor Rep for Horter Investment Management, LLC. | Financial Advisor in Reston ,VA

About Snyder Financial Inc., Investment Advisor Rep for Horter Investment Management, LLC.

Snyder Financial, Inc. is a small independent Investment Advisory Firm representative of Horter Investment Managerment, LLC.


General Information

Firm Start Year:   2009
No.of Employees:   2-4
Insurance License#:   P193526
Name of Broker/Dealer:   HORTER INVESTMENT MANAGEMENT, LLC
Name of Custodial Firm:   TD AMERITRADE, E TRADE, or NATIONWIDE ADVISORY SOLUTIONS
States Licensed in:   Ins Licensed in VA & FLA
Number of Years with Current Firm:   11
I work with the following types of clients:   Individual Investors, Investment Clubs, Businesses


Services

Investment Types:   Exchange Traded Funds (ETFs), Annuities, Insurance, Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:   At your office, Via phone, Video Conference, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Long Term Care, Variable Annuity, Variable Life, Life


Firm Information

Assets Managed by Firm:   $500 Million+
Advisor's Number of Clients:   100
Advisor's Number of Managed Clients:   100
Advisor's Number of Planning Clients:   100
Assets Managed by Advisor:   $25,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets
Additional Details on Charges:   We typically charge an annual advisory fee based on Assets under Management in your account. This fee is based upon various factors such as account size, complexity, pre-existing relationships, etc., but will not exceed 1.99%.


Diane  Snyder

Diane  Snyder

I am an Independent Financial Advisor and Founder of Snyder Financial, Inc. I am licensed as a 'Fiduciary' which separates me from your typical Stock Broker. I work for YOU and not the firm. I've been in the financial business for over 25 years serving my clients and helping them get to retirement without having to worry about what that will look like. How can I help you to navigate these volatile market times?

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My Services

Education Funding & Planning

I do education funding planning that can result in better returns than the typical 529's.


Financial Planning for Businesses

Setting up business insurance and Key Man Insurance for large and small business owners and SEP's for the small business owner.


Financial Planning for Individuals

I like to sit down with my clients and understand what your goals & expectations are. And what kind of challenges your facing or disappointments you might be dealing with respect to your financial plans or future retirement needs.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

All of Northern Virginia and it's surrounding areas including Loudoun County
Washington DC the state of Virginia
as well as the state of Florida. . .