Bill Schroen
Financial Advisor
CUNA Brokerage Services, Inc.
at PenFed Wealth Management
Direct Phone: 202-563-5014
Direct Fax: 608-236-8859
Email: Bill.Schroen@PenFedWealth.com
Located in: Washington, DC
Covers: AZ, DC, IN, IA, KS, OH, RI, VA
Check the background of this investment professional on FINRA BrokerCheck.
Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan to help achieve three key financial goals:
- Wealth accumulation during your working years
- Security and independence in your retirement
- The transfer of assets in the most advantageous manner
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It’s easy to get started. Please contact me for a no-cost, no-obligation consultation.
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Schedule a one-on-one appointment with me to discuss retirement, saving and investing.
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*PenFed Wealth Management Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. For more information about CUNA Brokerage Services, Inc. please visit cunabrokerage.com.
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
CBSI-2163191.1-0618-0720 AdTrax FR-2933404.1-0120-0225
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