We are an independent financial services firm demonstrating how personalized plans can help our clients pursue their objectives. Certified Financial Planner Jeff Schultz M.S. has been providing this value to individuals and businesses in the communities of Scappoose, St Helens, Rainier, and beyond since 1999. A focus on relationship building and answering tough questions has established him as an accomplished resource for retirement income strategies.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.