Steven L Schippel Consulting, LLC.


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Financial Consulting.

Steve Schippel, CFP, Certified Financial Planner

Schippel Consulting, LLC. is registered as a State Licensed Investment Advisor with the Securitites Division of the Arizona Corporation Commission and the Securities Division of Maryland. Schippel Consulting, LLC. specializes in custom-tailored portfolio management services to individuals and institutional investors across the nation. We combine our efforts in finding successful money managers with integrated financial planning, retirement planning, tax planning, and estate planning advice through superior client service to investors. With over 25 years of experience and a track record since 1983, we have encountered all types of market cycles and client situations. Many financial planners and many firms have come and gone throughout the years, Steve Schippel, CFP, CSA, and the affiliates have endured.

The company was founded on the premise that clients want to work with a knowledgeable and trusted financial advisor without any conflicts of interest. Fee only advisors tend to be much more objective if they are not receiving commissions on products or investments they recommend. Asset management, when integrated with a financial planning approach, tends to consider all ramifications of an investment decision.

I invite you to review the web site. Learn more about Schippel Consulting, LLC. and then contact me today for a free in-person or over-the-phone consultaion. I have always made one simple promise...if I can help you, I will let you know and tell you very specifically how...If I can not help you, I will tell you and refer you to someone who can.
Schippel Consulting, LLC. is a registered investment advisor with the state of Arizona and Maryland. Schippel Consulting, LLC. may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Schippel Consulting, LLC. and its affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.