Financial Services Professional
Financial Services Professional

Financial Services Professional

Offers remote services
Offers remote services
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Introduction: We are a fiduciary to our clients. Put simply, your goals are our goals. We represent your voice, your needs and your investment goals in every decision we make. We are passionate about performance. We take emotional ownership of every aspect of the work we do, prizing strong subject matter expertise and an insatiable appetite to learn. We have a long history of delivering excellent results. With knowledge & expertise in risk management & investment guidance we can achieve your goals. Services Include: Budgeting Debt Management Investing Retirement Savings Tax Diversification Strategy Life Health & Disability Planning Wealth Accumulation & Preservation Estate Planning We enjoy getting to know people for who they really are. People have so much in common at the core. We are driven to help everyone achieve what they want the most, peace of mind.
Overview

Hired 9 times

Background checked

6 employees

10 years in business

Payment methods

Cash, Credit card, PayPal, Venmo, Zelle

Social media

Facebook, Instagram

Featured Projects

8 photos

Reviews

Customers rated this pro highly for professionalism, value, and punctuality.

Exceptional 5.0

8 reviews

5
100%
4
0%
3
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2
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Read reviews that mention:


Marlon M.

Personal Financial Planning

Mia is great I have been working with her for over a year and I have recommended her to a few friends. She is friendly, professional & she knows what she is doing.
Dec 13, 2019
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Verified
Brandye C.

Personal Financial Planning

Very good service and highly recommend!
Jul 8, 2021
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Verified
Paola F.

Mrs. Rowan is very caring to my financial needs and my mothers also, we told her what we needed and assisted us very professionally and educated us in other aspect of finance that we can do in our future. I am happy to have worked with Mrs. Rowan and look forward to doing more business with her in the future.
Aug 17, 2016
Marshay W.

Schemia is my financial advisor. She is very knowledgeable at what she does I was very pleased, I felt safe with giving her my personal information, she has a great no judgment zone, and I would definitely recommend her to everyone I know who struggles with there finances.
Aug 20, 2016
Bryant A.

Schemia is an awesome advisor to work with! Has a profound knowledge of financial, insurance and investment service and aims to educate her clients and who she works with! Will undoubtedly go the extra mile to serve and help the best way she can! She has a phenomenal work ethic that is uncanny!
Aug 17, 2016
Credentials
Background Check

Schemia Rowan

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    The initial consultations are free. The pricing system depends on the product or service the client needs.

  • What is your typical process for working with a new customer?

    The typical process is 1 initial meeting with a follow-up meeting to answer any additional questions. There after we will meet annually or as the client needs.

  • What education and/or training do you have that relates to your work?

    I am a registered rep with a Series 7, 66, 6, 63 and health, life insurance and variable annuity licenses. I have a business management bachelor's degree from the University of Central Florida. I am also a certified employees benefits specialist and project management certified.

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