Ameriprise Financial - Schroeder & Associates

Contact Information:
  • Phone:  281 362-1995    
  • Fax: 281 292-2383    
  • Email:  Contact Us
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Address:
  • 1610 Woodstead Court
  • Suite 110
  • The Woodlands,   TX   77380
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Life is Better with a Plan

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About Us

It’s hardly news that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis.  Fortunately, even the most complex financial issues can be handled successfully with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth.  At Schroeder & Associates we specialize with clients in transition.  Since 1986, we've existed to help families reach their financial goals through the financial planning process while transitioning to retirement, a new career, education planning, and estate planning.  We strive for legendary client service, excellence, and desire to be the best in all that we do.


The Team

Schroeder and Associates
Our Advisors:

Stanley R PenaCFP®, CFS®Financial Advisor

Ryan S MathesCFP®Financial Advisor

 

Contact us today to schedule a visit – Schroeder & Associates
It’s hardly news that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis.  Fortunately, even the most complex financial issues can be handled successfully with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth.  At Schroeder & Associates we specialize with clients in transition.  Since 1986, we've existed to help families reach their financial goals through the financial planning process while transitioning to retirement, a new career, education planning, and estate planning.  We strive for legendary client service, excellence, and desire to be the best in all that we do.


The Team

Schroeder and Associates
Our Advisors:

Stanley R PenaCFP®, CFS®Financial Advisor

Ryan S MathesCFP®Financial Advisor

 

Contact us today to schedule a visit – Schroeder & Associates
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