The Financial Guys Team
Joseph Schrutt*
Wealth Manager, Chartered Retirement Plan Specialist™
Licenses & Certifications Include:
- Series 6
- Series 63
- Series 65
- Chartered Retirement Plan Specialist
- Certified Social Security Claiming Strategist
- Disability Insurance
- Life, Health & Accident Insurance
About Joseph Schrutt
Overview
Joseph Schrutt is a financial professional with The Financial Guys and a Registered Representative with Peak Brokerage Services, LLC. He is passionate about building a strong rapport with every client he meets, and treating each of them as if they were family. Joe considers himself privileged to call many of his client’s friends.
Experience/Career
Joseph graduated from Kenmore East High School. Upon graduation, he chose to attend Erie Community College and further his education with a Bachelors in Science and Nursing. While at D’Youville College, right before his graduation, Joe’s father Mark was diagnosed with terminal cancer. Mark passed away, resulting in financial hardship for his family. This experience led Joseph to pursue a career in financial advising and help families plan for the unexpected.
Family/Interests
Raised in Kenmore, New York, Joseph graduated from Kenmore East High School. He played hockey growing up competing at the juniors level, then finished his career playing and coaching at D’Youville college. He now enjoys golfing, and is looking to get his first 300 in bowling.
Companies/Services
Joe works closely with his clients to identify their goals, helping to create a plan that best fits their current and future needs. He specializes in Retirement Planning, Investments, Mortgage Protection Insurance, Life Insurance, Business & Personal Disability Insurance as well as Business Partnership Agreements.