Schroeder, Durrett & Associates have been helping clients secure their financial future for over 7 years. Our team members are fully licensed financial advisors with Ameriprise Financial, which is the oldest and largest financial planning firm in the country. Our team members all hold a Series 7 license which enables us to buy and sell securities for our clients along with a Series 66 license that enables us to provide objective financial advice and act in a fiduciary capacity.
Our goals as a financial advisory practice include helping clients generate sustainable income to realize their financial dreams. We utilize a comprehensive financial planning approach that covers every aspect of our client’s personal finances including retirement, investments, saving for education, cash flow management, and estate planning strategies. Our ultimate goal is to eliminate the uncertainty of one’s financial future.
California insurance license # 0K48038
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