Snider Financial Group | Financial Advisor in Bellevue ,WA

12505 Bel-Red Rd. Suite 200
Bellevue, WA 98005
Phone: (425) 453-7080

About

Snider Financial Group, Inc., is a full-service wealth management team of Financial
Advisors in Bellevue, WA. We recognize the importance of creating long-term client
relationships built on integrity and trust. In order to earn that trust we put the clients'
interests first and care for each client's goals as if they were our own. Our investment
advice services are flexible and objective and we are not exclusive to the products of
any bank, brokerage, or insurance company. We provide unbiased financial
planning for high net-worth individuals and families who seek comprehensive,
dynamic financial plans to achieve their life goals. Our goal is to bring clarity and
transparency to your complex investment challenges. These core values have created
a happy family of high net-worth clients and we would like to warmly invite you to join
our family.
Sincerely,
Monte Snider, President

20 Years of Experience



General Information
Firm Start Year:   2001
No.of Employees:   5-9
Name of Broker/Dealer:   LPL Financial
States Licensed in:   AK, AR, AZ, CA, ID, IL, KY, MD, MI, MN, MT, NJ, NY, OH, OR, PA, UT,
WA, WI
Number of Years with Current Firm:   13
Work Experience:   Twenty years of experience in financial planning. I am a Chartered
Financial Consultant (ChFC�), Chartered Life Underwriter (CLU@) and a
Life Underwriter Training Council Fellow (LUTCF) and FINRA series 6, 63,
7, 65, 24, 53, and 3 registered with LPL Financial. My education includes
a degree in finance from the University of Arkansas and continued
education at the American College (focus includes retirement income
planning, income taxation, investments, risk management and financial
planning) and MetLife's Financial Planning School.
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services
Investment Types:   Access to Real Estate , Insurance , Mutual Funds , Options & Futures , Bonds , Stocks , Annuities , Commodities , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At your office , At your home , At my office , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Property , Casualty , Health , Life
Financial Organization Memberships:   Financial Services Institute , Million Dollar Roundtable , Paladin Registry


Firm Information
Firm's Number of Clients:   104
Firm's Number of Planning Clients:   85
Firm's Number of Managed Clients:   104
Assets Managed by Firm:   $100,000,000
Advisor's Number of Clients:   100
Advisor's Number of Managed Clients:   100
Advisor's Number of Planning Clients:   85
Assets Managed by Advisor:   $100,000,000


Compliance
Registered Investment Advisor:   Yes
Registered 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 & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $200,000
Compensation Methods:   Hourly , Based on Assets , Commissions , Flat Fee
Fee % Based on Assets:   .5 - 1.8%
Hourly Rate:   $250
Additional Details on Charges:   Our fees are negotiable based on client investments, situation and
scope of services provided.
Minimum Fee Charged for Hourly Planning Accounts:   3500
Minimum Fee Charged for Flat Fee Accounts:   3500


Board Positions
Organization:  The Liger Foundation  Visionary learning center in Phnom Pehn, Cambodia
Position :  Board Member

Education
B.S.B.A with a Major in Finance - Finance  University of Arkansas - Fayetteville, AR
September 1987- June 1992



FAQs

  • Do you have a customer satisfaction or refund policy? We ensure satisfaction by working closely with our clients at the beginning of the relationship to assess needs and expectations. We include two face-to-face meetings with potential new clients at no charge to establish the approach that best fits the client's needs.
  • What are your qualifications? What is your education background? Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Life Underwriter Training Council Fellow (LUTCF). FINRA series 6, 63, 7, 65, 24, 53, 3 registered with LPL Financial. Education: Finance degree, continued education at the American College (investments, income taxation, risk management, retirement income planning, financial planning), MetLife's Financial Planning School.
  • What is your approach to financial planning? My approach is personal and customized, taking each client's needs and goals into consideration. We believe plan recommendations are of paramount importance and require a comprehensive, dedicated approach. Because lives and markets change, follow up and monitoring is most important. We have a process that ensures frequent client contact and regular reviews to keep planning relevant and dynamic.
  • What services do you offer? Wealth management, investment management, retirement planning, retirement income planning, estate planning, tax planning, education funding planning, insurance advice, and fee based financial planning. I also specialize in working with clients that own businesses and need to manage both the personal and business aspects of their financial picture.
  • How many clients do you currently manage? We currently manage approximately 100 clients. We balance our client base so that each of our clients receives the personal attention that defines the culture a tSnider Financial Group.
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DISCLAIMER

Securities offered through LPL Financial, member FINRA (www.finra.org), SIPC (www.sipc.org). Investment Advisory Services offered through Snider Financial Group, a registered investment advisor not affiliated with LPL Financial.

Monte Snider

Monte Snider

ChFC®, CLU®, LUTCF

Biography


Monte is the founder of Snider Financial Group based in Bellevue, WA. As president
and financial advisor, he provides comprehensive financial planning for high net-
worth individuals, business owners and families who seek unbiased, dynamic financial
plans to achieve their goals.

Monte began his education in 1987 as a Finance major at the University of Arkansas,
graduating in 1992. After graduation, Monte moved to Seattle and transferred the
practice he began in college to MetLife Financial Services. He graduated from MetLife's
Financial Planning School in 1999.

He earned the Chartered Financial Consultant (ChFC) designation in 2000, and became
a Life Underwriter Training Council Fellow (LUTCF). Continued education at
American College includes income taxation, investments, risk management, financial
planning, and retirement income planning. Monte holds FINRA series 6, 63, 7, 65, 24,
53, and 3 with LPL Financial and is Life, Disability and Property and Casualty licensed.

Monte achieved awards for leadership among peers and for excellence as a financial
consultant in 1996 and 1997. In 2001, Monte founded Snider Financial Group, a
leading company named to the Five Star Wealth Manger list as seen in Seattle
Magazine.

Monte enjoys donating time as a board member of the Liger Charitable Foundation, a
visionary learning center for children in Phnom Pehn, Cambodia, founded by a former
coworker and successful futures trader with the goal of ?Not just trading futures,
changing futures.?

Monte resides in Kirkland with his wife, a nurse at Group Health, and daughter. They
enjoy boating, skiing and diving.

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My Services


Financial Advice & Consulting

We provide personal, customized wealth management for high het worth clients and those building a plan for a high net worth future. Our services include investment management, retirement planning, estate planning, tax planning, education funding and planning, insurance advice, and fee based financial planning. Our personal planning approach combined with the services of LPL, the largest U.S. independent brokerage, and an easy-to-use online platform provides our clients with the personal attention, horsepower and access they require.


Financial Planning for Individuals

Our comprehensive upfront planning process is ideal for individuals. We meet with our clients face to face to understand their specific needs and circumstances then develop a personal, customized overall wealth management plan. Individual plans may include investment planning, retirement planning, estate planning, tax planning, education funding and planning, insurance advice, and fee based financial planning. We also specialize in working with individuals that own small businesses and need to manage the personal and business aspects of their overall financial picture.


Financial Planning for Businesses

As a registered investment advisor and owner of an S corporation for 13 years, I understand the taxation, administration and planning concerns of small business owners. For this reason, we specialize in working with business owners who desire a comprehensive approach for all aspects of financial planning for both personal and business needs.


My Team


Bob Kemper is a Certified Public Accountant at Snider Financial Group Inc., and has been an independent CPA since 1990. After twelve successful years in his independent practice, he joined Snider Financial Group in 2002. He was the Chief Financial Officer (CFO) for Castlewood Homes. His practice has been built on referrals from existing clients and friends. Bob graduated from the University of Great Falls Montana. He is FINRA Series 7 and 66 registered. Registrations are with LPL Financial. Bob enjoys helping people become successful and maintaining the fruits of their success. His practice is built around serving the needs of small businesses and individuals. He works with Subchapter S and C corporations, LLC's, Partnerships, ...more


Heather  Bush
Heather Bush

Practice Manager

Heather joined Snider Financial Group in 2015. With over fifteen years of experience in the financial services industry, she brings an extensive skillset and robust reputation of 5-star service to the clientele of Snider Financial Group. Heather works closely with the Client Services Team to assure complex financial paperwork processes are fluid and unintimidating for clients. Her attention to detail and emphasis on client experience are notable attributes. She specializes in the production and tracking of client paperwork, setting up new accounts, transferring funds, planning and executing special events, and making clients happy. Heather and Mark, her husband of 25 years, have two daughters who are completing their collegiate studies. Th ...more


Communities Served

Auburn Bainbridge Island
Bellevue Black Diamond
Bothell Bremerton
Carnation Duvall
Edmonds Everett
Fall City Federal Way
Issaquah Kenmore
Kent Keyport
Kingston Kirkland
Lynnwood Maple Valley
Mercer Island Monroe
Mountlake Terrace Mukilteo
Port Gamble Port Orchard
Poulsbo Redmond
Renton Seattle
Snohomish Tacoma
Vashon Woodinville

Office Hours

Mon. 7:30 AM - 5:30 PM
Tue. 7:30 AM - 5:30 PM
Wed. 7:30 AM - 5:30 PM
Thu. 7:30 AM - 5:30 PM
Fri. 7:30 AM - 5:30 PM

Compensation Arrangements

Check Bank Transfer