Our services are based on integrity and comprehensive personalized service.
Now together, Amanda, Aaron and I are doing what we love in the place we love. Finances and Flint are in this family’s blood.
We are all very much purpose-driven people. Our financial planning philosophy has never been transactional – our objective is to always develop long-term relationships with members of this community built upon mutual trust and respect. And I firmly believe our business has grown into what it is today because of our values, work ethic, trustworthiness and our unwavering commitment to providing outstanding guidance and service to each and every person or business we partner with. We view ourselves as far more than financial planners; we strive to be educators who empower clients through our financial knowledge.
When you work with Snider Financial, you can count on receiving 110% effort and consistent communication. Our aim is to help clients properly plan for the future and protect their investments and assets so that they can be free from financial stress – and have the time and energy to pursue their own dreams.
It’s our team’s empathy and loyalty to those who entrust us with their business. It’s our drive to help people, to truly serve them. It’s our personal commitment to making a meaningful difference in the lives of our clients as well as our community.
We are a multi-generational family financial firm. When I founded Snider Financial in 1992, I had no idea both of my children would end up joining the family business. Back then, I was a humble entrepreneur with a dream. As the firm grew, the kids would join me at national financial conferences where they’d learn that their dad – just a regular guy from a small city in Michigan – had actually developed a nationally ranked practice.
But it’s not just our financial industry expertise that sets us apart – or what I’m most proud of.
Jeff started Snider Financial in 1992 to serve the financial planning needs of the community and to continue the business legacy of his senior partner/mentor Paul Visser.
Jeff is a graduate of the University of Michigan-Flint, and holds a BBA in Accounting. He has continued his professional education by earning the Life Underwriter Training Council Fellow (LUTCF), Certified in Long-Term Care (CLTC) and Certified Family Business Specialist (CFBS) designations.
Jeff is a member of the National Association of Insurance and Financial Advisors. His industry achievements include being named a Life and Qualifying Member of the industry’s prestigious Million Dollar Round Table; achieving their Court of the Table and their highest recognition, Top of the Table multiple times.* Jeff is a multi-year qualifier for the National Sales Achievement Award and the National Quality Award.**
Jeff is a leader in the community having served as President of the Board of the YMCA of Greater Flint and President of the Davison Optimist Club. He is currently a board member at the YMCA and President of the YMCA Foundation Board of Directors. Jeff and his wife, Diana, manage their charitable foundation, JDS Manna Foundation. Jeff can be reached at 810-233-9600, or firstname.lastname@example.org.
* Most recently in 2020 (and numerous previous years)
** For 23 years, most recently in 2020
Amanda is a second-generation financial professional in the family business.
She holds a BA in Financial Management from Hillsdale College. Amanda joined her father in business immediately upon graduation and a few years later earned her Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations.
Amanda is a member of the National Association of Insurance and Financial Advisors. She serves on the Davison Community Fund and the YMCA Camp Committee.
Amanda can be reached at 810-233-9600, or email@example.com.
Enjoying building personal relationships and having an inherent curiosity for his own personal finances, Aaron graduated Hillsdale College with a Financial Management degree, and in 2014 he became the youngest member of the Snider Financial team. As the next generation of the firm's principals and intrigued with the art of repeatable processes, Aaron and Amanda began rebuilding the Snider Financial client education and on-boarding process. Growing up in a house where finances were one of many common dinner topics, Amanda and Aaron have embraced their roles as financial educators and partners for our current and future clients.
Early in his career Aaron was named a rising leader multiple times by an organization that would later become MassMutual Great Lakes. Aaron has been motivated to further his career at Snider Financial by investing in coaching with industry leaders across the country that share and help feed his passion for educating people to be confident when they make their own financial decisions.
Aaron can be reached at 810-233-9600, or at firstname.lastname@example.org.
Our team stands by a simple concept: Treat others the way we want to be treated. It’s our golden rule. Our dedicated team of professionals behind the scenes is the engine that ensures an exceptional experience for every single client.
For each step of the client process there is a team member to support you. No request is too big or too small, our team is always available for a seamless experience.