Neal G. Schulte,  CFP<sup>&reg;</sup> - Financial Advisor

Neal G. Schulte, CFP®

CPA PFS/

Principle

Schulte Financial Group, LLC

4755 Cornell Rd
Cincinnati, OH 45241
FINANCIAL ADVISOR'S WEBSITE
(800) 326-7610
(513) 489-4995

General

Neal Schulte is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Schulte Financial Group, LLC in Cincinnati, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - OSJ

Insurance Licenses

  • Life insurance: OH
  • Health/disability insurance: OH
  • Fixed annuities: OH
  • Variable annuities: OH

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Job Loss, Startup, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Tangible Assets, Sudden Wealth, Personal Taxes

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