Snyder Wealth Group

Snyder Wealth Group Securities are offered through Osaic Wealth, Inc., Member FINRA/SIPC. Mark J. Snyder
CLU, ChFC, RFC, CFS, CMFC, CRC, QFP

Mark Snyder is president of Mark J. Mr.

Snyder Financial Services, Inc., a full service financial consulting firm. He is a Managing Executive of Royal Alliance Associates, Inc., a registered broker/dealer. He earned a Bachelor of Engineering Sciences degree at Stony Brook University and has earned ten professional designations. Snyder began his financial services career in 1971 and currently manages over 200 million dollars of clients’

funds. He has counseled individuals when retiring or changing jobs, expecting or inheriting a lump sum or having to make critical decisions regarding a rollover of qualified funds from an IRA or pension distribution. In addition Mr. Snyder works closely with the client to help provide and advise to meet their individual needs. Snyder publishes his own quarterly newsletter, The Snyder Report and regularly holds free no-obligation informal “chats” in his office with clients to discuss pertinent financial topics. Snyder is also the author of the book “On Educated Investing”. Snyder has served as president of several professional organizations and remains actively involved in the community, freely contributing time and service to numerous local charitable organizations. IMPORTANT INFORMATION: DISCLOSURES & PAGE COMMENTING GUIDELINES

Thank you for visiting our Fan Page on Facebook. Our Fan Page is a place for you to learn more about personal finance and to access information. Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Investment advisory services offered through Mark J. Snyder Financial Services, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced. THIS PAGE IS INTENDED FOR UNITED STATES PERSONS ONLY. Communications in our industry are highly regulated. We may, at our sole discretion, remove comments or fans for a variety of reasons. We request that you keep your comments within the purposes of our Fan Page. Please don’t post comments that are unlawful, abusive, defamatory, offensive, or that contain profanities. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. Opinions, statements, or views posted by fans on this Page are communications by the persons posting them, and they are not adopted or endorsed by Royal Alliance Associates, Inc. and do not represent the views of Royal Alliance Associates, Inc. or its management. Posts by others that describe opinions, views or experiences may not be representative or indicative of another’s personal experience. The Fan Page may, from time to time, contain links to articles or other information that are contained on a third party website. These links are provided as a convenience and for informational purposes only. Royal Alliance Associates, Inc. does not endorse or accept responsibility for the content, or the use, of the web site. assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information. IMPORTANT: We do not provide customer service or enable financial transactions through our Fan Page. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly as this Fan Page was not designed to submit communications to your advisor or the firm. You should never post personal, account or transaction information anywhere on our Fan Page. You should read Facebook, Inc.’s privacy policy and terms of service, as they apply to your communications through our Fan Page. The policy and terms of use for Facebook are located at the bottom of the site on the right side of the page. Our firm's privacy policy is at www.royalalliance.com. Disclaimer

Royal Alliance Associates, Inc. is not affiliated with Facebook, Inc. or the Facebook, Inc. service. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our Facebook Fan Page. We do not control, serve, adopt or endorse any advertising, messages or content that Facebook may publish on its site or on the fan page. We do not adopt or endorse any products, services, advertisements, recommendations or statements, or any other content that may appear on Facebook or on other Facebook-affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. Third party marks appearing herein are the property of their respective owners. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Past performance is no guarantee of future results. No content presented on this Fan Page is intended to serve as specific investment advice. Please seek the assistance of a qualified financial professional prior to investing.

When the market feels uncertain, your financial plan matters more than the headlines.Volatility, changing interest rates...
08/28/2026

When the market feels uncertain, your financial plan matters more than the headlines.

Volatility, changing interest rates, geopolitical events, and economic uncertainty can make even long-term investors question whether they should make a move.

But reacting emotionally to short-term market changes can often work against your long-term goals.

At Snyder Wealth Group, we believe staying invested doesn’t mean ignoring what’s happening. It means staying intentional and focusing on what you can control:

✔ Stick to a strategy aligned with your goals
✔ Maintain proper diversification
✔ Rebalance when appropriate
✔ Look for potential tax-planning opportunities
✔ Avoid making decisions based on fear or headlines
✔ Stay connected with your financial advisor

Market uncertainty can affect every generation differently, which is why having a strategy built around your individual needs, timeline, and family is an important part of Family Financial Wellness.

Our approach is built around preparation, not prediction.

Read our latest article, “How to Stay Invested When the Market Feels Uncertain,” and learn why discipline can be one of your most valuable tools during periods of volatility - https://snyderwealthgroup.com/stay-invested-market-feels-uncertain/

You’ve spent years saving for retirement. But have you planned how you’ll turn those savings into income?For Long Island...
08/11/2026

You’ve spent years saving for retirement. But have you planned how you’ll turn those savings into income?

For Long Island residents, retirement income planning comes with some unique considerations, including property taxes, healthcare costs, inflation, and the overall cost of maintaining the lifestyle you’ve worked hard to build.

A strong retirement income strategy should consider much more than how much you have saved. It should address:

✔ When to claim Social Security
✔ How to coordinate pensions and retirement accounts
✔ Which accounts to withdraw from and when
✔ How to manage taxes throughout retirement
✔ How to balance income needs with continued growth
✔ How to prepare for longevity and your family's legacy

At Snyder Wealth Group, we help Long Islanders bring these pieces together into a personalized strategy designed to support both their retirement lifestyle and long-term financial goals.

Whether retirement is five years away or you're already there, now is a good time to ask:

Is your retirement income strategy built for the life you actually want to live?

Read our latest blog, “The Best Retirement Income Strategies for Long Island Residents,” to learn more - https://snyderwealthgroup.com/best-retirement-income-strategies/

A Great Financial Advisor Doesn't Just Manage Investments.They help manage taxes, too.Your investment strategy...Your re...
07/27/2026

A Great Financial Advisor Doesn't Just Manage Investments.

They help manage taxes, too.

Your investment strategy...
Your retirement plan...
Your estate strategy...
Your tax strategy...

They should all work together.

That's what comprehensive financial planning looks like.

Schedule a complimentary consultation today. https://snyderwealthgroup.com/consultation/

Are You Accidentally Paying More Taxes Than Necessary?Many investors focus on returns.Successful investors also focus on...
07/24/2026

Are You Accidentally Paying More Taxes Than Necessary?

Many investors focus on returns.

Successful investors also focus on what they keep.

Forward tax planning is one of the ways we help clients preserve more of their wealth.

It's just one more reason financial planning should go beyond investments.

Schedule a complimentary consultation today. https://snyderwealthgroup.com/consultation/

The Best Tax Strategy.....starts before tax season.Waiting until April is often too late.Forward tax planning means look...
07/22/2026

The Best Tax Strategy.....starts before tax season.

Waiting until April is often too late.

Forward tax planning means looking ahead and identifying opportunities before the year ends.

At Snyder Wealth Group, we help clients proactively plan for:

• Capital gains
• Retirement distributions
• Roth conversions
• Charitable giving
• Estate planning

It's not about filing your taxes.
It's about planning for them.

Schedule a complimentary consultation today. https://snyderwealthgroup.com/consultation/

One Simple Question...When was the last time your financial advisor talked to you about taxes?Not investment returns.Not...
07/20/2026

One Simple Question...

When was the last time your financial advisor talked to you about taxes?

Not investment returns.
Not the market.
Taxes.

At Snyder Wealth Group, tax planning is part of your financial plan.

Because keeping more of what you've earned can be just as important as earning it.

Let's have a conversation. https://snyderwealthgroup.com/consultation/

Does Your Financial Advisor Help You With Forward Tax Planning?Most investors meet with their CPA after the year is over...
07/16/2026

Does Your Financial Advisor Help You With Forward Tax Planning?

Most investors meet with their CPA after the year is over.

At Snyder Wealth Group, we believe some of the biggest tax-saving opportunities happen before December 31.

That's why we help clients look ahead, not backward.

Our planning conversations may include:
✔ Tax-efficient withdrawal strategies
✔ Capital gain and loss planning
✔ Roth conversion opportunities
✔ Charitable giving strategies
✔ Retirement income tax planning
✔ Estate and legacy tax considerations

Because reducing taxes isn't just an accounting conversation.

It's a financial planning conversation.

If your advisor isn't discussing taxes throughout the year, it may be time for a second opinion.
Schedule a complimentary consultation today. https://snyderwealthgroup.com/consultation/

Retirement isn't just about how much you've saved. It's about creating an income strategy that helps your savings last.F...
07/14/2026

Retirement isn't just about how much you've saved. It's about creating an income strategy that helps your savings last.

For Long Island residents, retirement planning often comes with unique challenges, from higher living costs and property taxes to healthcare expenses and leaving a lasting legacy.

A thoughtful retirement income plan should consider:
✔ When to claim Social Security
✔ Tax-efficient withdrawal strategies
✔ Managing market volatility
✔ Planning for healthcare and longevity
✔ Protecting the legacy you leave behind

The right strategy can help you retire with greater confidence and peace of mind.

Read our latest blog to learn the retirement income strategies every Long Island resident should consider - https://snyderwealthgroup.com/best-retirement-income-strategies/

☕🥯 Join us for our next Bagel Brief!Start your morning with coffee, bagels, and an engaging discussion on today's market...
07/02/2026

☕🥯 Join us for our next Bagel Brief!

Start your morning with coffee, bagels, and an engaging discussion on today's markets and economy with the Snyder Wealth Group team.

📅 Wednesday, July 8
🕘 9:00 AM

We'll share our perspective on current market conditions, economic trends, and what we're watching as we head into the second half of the year. It's an informal, educational conversation with plenty of time for questions.

Friends, family members, and colleagues are welcome to attend. We simply ask that everyone RSVP in advance.

📩 Reserve your seat by emailing [email protected].

We look forward to seeing you there!

Happy Fourth of July from all of us at Snyder Wealth Group!As we celebrate our nation's independence, we wish you and yo...
07/02/2026

Happy Fourth of July from all of us at Snyder Wealth Group!

As we celebrate our nation's independence, we wish you and your family a safe, happy, and memorable Fourth of July weekend filled with time spent with those who matter most.

Please note that our office will be closed on Friday, July 3, in observance of the Independence Day holiday. We will reopen Monday, July 6th resuming our normal business hours.

Thank you for the trust you place in Snyder Wealth Group. It is our privilege to help you pursue your financial goals, and we are grateful to be part of your journey.

From our family to yours, have a wonderful Fourth of July!

Address

Medford, NY

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+16312894224

Alerts

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