Company Overview
- Headquarters
- 9600 Colerain Ave Ste 204, Cincinnati OH
- Website
- longschaefer.com
- Phone
- (513) 245-0300
- Employees
- 13
- Founded in
- 1981
- Industry
- Accounting
- NAICS Code
-
NAICS Code 54121 CompaniesNAICS Code 5412 CompaniesNAICS Code 54 CompaniesNAICS Code 541 Companies
- SIC Code
-
SIC Code 729 CompaniesSIC Code 72 Companies
Financials & Stats
Revenue
$1B
Who is LongSchaefer Wealth Maximization Services
LongSchaefer Wealth Maximization Services is a wealth management firm headquartered in Cincinnati, Ohio. With 13 employees, the company focuses on helping clients achieve their financial goals. LongSchaefer Wealth Maximization Services provides financial planning, investment advisory, and insurance services. Their goal is to empower clients to increase assets, reduce taxes, and optimize their wealth. Securities offerings are provided through Avantax Investment Services, member FINRA, SIPC. Investment advisory services are offered through Avantax Advisory Services, while insurance services are provided through an Avantax affiliated insurance agency. Clients benefit from LongSchaefer Wealth Maximization Services' commitment to experienced planning, smart structuring, and personalized strategies. They prioritize client privacy and security, advising clients to update personal and account information directly through phone calls or in-person meetings. Clients seeking guidance on wealth maximization can contact LongSchaefer Wealth Maximization Services through their website, longschaefer.com.
Company Leadership
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| 1M | 7 | Plano, TX | 2007 | |
| 1M | 8 | Oak Creek, WI | 1995 | |
| 1M | 5 | Bend, OR | 2016 | |
| 1M | 3 | Alabama, AL | ||
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