Financial Services Professional
Financial Services Professional

Financial Services Professional

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Industry
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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 10 times

Background checked

15 employees

13 years in business

Payment methods

This pro accepts payments via Cash, Check, Credit card, PayPal, Venmo, and Zelle.

Social media

Facebook, Instagram

Featured Projects

13 photos

Reviews

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

Exceptional 5.0

9 reviews

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Janet B.
Jun 20, 2018
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Hired on Thumbtack

Hired on Thumbtack

Personal Financial Planning
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Pamela F.
Aug 16, 2016
Schemia helped me with getting additional life insurance for my son and I. She was extremely knowledgeable of the products and services that her company offers. She was able to guide me through the process and pick the best plan for my needs and budget.
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Maximum L.
Aug 16, 2016
Thank you so much for your help. The service was so needed .Your professional help suits to my needs .
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Paola F.
Aug 17, 2016
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.
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Bryant A.
Aug 17, 2016
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!
Credentials
Background Check

Schemia Rowan

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