National Retirement Planning Experts

National Coverage
Local Professionals

Chris Makosch

Schuylkill Financial, LLC

711 Spring Street

Wyomissing, PA 19610
(610) 6701656

Independent, Transparent, No Hidden Fees, Fiduciary

About Schuylkill Financial, LLC

Our partnership was founded on the basis of having a positive impact on peoples lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning and estate planning.

General Information

Firm Start Year

2007

No.of Employees

2-4

CRD#

4976405

Name of Custodial Firm

Fidelity Investments

States Licensed in

PA

Years of Experience in Financial Services

25

Number of Years with Current Firm

10

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Masters in Financial Services (MSFS)

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Annuity, Accident, Disability, Life, Variable Life, Long Term Care, Variable Annuity

Firm Information

Firm's Number of Clients

109

Firm's Number of Planning Clients

109

Firm's Number of Managed Clients

109

Assets Managed by Advisor

$55,000,000.00

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Compensation Methods

Commissions

Fee % Based on Assets

1

Hourly Rate

$200

Education

Bachelors of Science - Accounting

Penn State
09/91 - 05/95

Masters - Financial Services

American College
01/04 - 05/05