Consolidating accounts
Managing multiple financial accounts can make it difficult to see the big picture and ensure your money is working effectively for you. At Schneider Financial, we help individuals and families consolidate their accounts when appropriate, to streamline their finances and create a clearer, more cohesive financial picture. By bringing your accounts together, we can eliminate redundancies, reduce fees, and simplify your investment strategy, giving you a better understanding of where you stand today and where you’re headed tomorrow.
Consolidating accounts isn’t just about organization - it’s about empowerment. With all your assets under one comprehensive plan, we can help you identify opportunities for growth, ensure your investments align with your goals, and provide you with a holistic view of your financial health. Whether it’s rolling over old 401(k)s, consolidating IRAs, or updating brokerage accounts, we’ll guide you every step of the way to make the process seamless. Let us help you simplify and take control of your finances so you can focus on what matters most.
Schneider Financial Management LLC
1585 Springfield Ave | Maplewood, NJ 07040
1099 Mount Kemble Ave | Morristown, NJ 07960
Check the background of your financial professional on FINRA’s BrokerCheck.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Tax preparation services offered through Schneider and Company CPAs and Arciprete, Schneider & Company CPAs, LLC are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS: Client Relationship Summary
Copyright 2025 Schneider Financial
Phone: (973) 683-1100