Richard K. Schroeder,  CFP<sup>&reg;</sup> - Financial Advisor

Richard K. Schroeder, CFP®

Executive Vice President

256 River Road
Winthrop, MA 02152
FINANCIAL ADVISOR'S WEBSITE
(716) 432-8091

General

Richard Schroeder is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Winthrop, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Retirement, Long-term Care

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Helpful Financial Planning Resources