The Financial Guys

The Financial Guys Team

Joseph Schrutt Wealth Manager

Joseph Schrutt*

Wealth Manager, CRPS®, CSSCS®

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.