The Snider Insider

Last Month at SFG

SFG's 25th Anniversary Ice Cream Social Celebration

We had such a wonderful time celebrating our 25th Anniversary milestone moment with you all. Thank you to all those who attended and joined in the festivities, we couldn't have accomplished this without you!

This Month at SFG

Refer and Get Rewarded

Do you have anyone in your life who may benefit from our services? Starting this month, any current clients who refer a new client to SFG will now have the ability to choose from an array of rewards so we can say thank you for your kindness in the way you most appreciate!

Already Have Someone In Mind? Have Them Contact Us Here!

Q2 Capital Gains Reports
Now Available

With the second quarter of 2026 now passed, we'll be sending out a notice to all clients who have a YTD Capital Gain/Loss over $5,000.00 during the next week. If you'd like to receive your full detailed report, just respond to the email you receive and we'll send it right over.

Stay Up to Date on Our Blog

Don't Let Headlines Drive Your Retirement Plan

If you are retired, you are probably more aware than ever of daily market swings. The value of your portfolio is no longer just a number on a statement. It may help support your lifestyle, healthcare costs, and peace of mind. In this environment, dramatic headlines about market drops, recessions, or “can’t miss” investing trends can be unsettling. From a financial advisor’s viewpoint, how you respond to that noise matters more than the noise itself

Read the Full Blog Post Here

Have Any Questions?

Schedule a Time to Talk Today

Current Client? Let’s talk.

Whether it’s a quick check-in or a deeper conversation, we’re here whenever you need us.

Book a Meeting

Prospective Client? Let’s connect.

Tell us a bit more about your financial picture and learn how our services may be able to support you.

Snider Financial Group

425-453-7080 | team@sniderfinancialgroup.com | 12505 Bel-Red Rd Ste 200

Bellevue, Washington, 98005

Snider Financial Group was awarded the Best in the PNW 2024 Bronze award on September 22^nd, 2024, and the Best in the PNW 2025 Silver award on September 21^st, 2025, based on public nomination and voting. The Best in the PNW award is created by The Seattle Times, and award criteria and rating information can be obtained on https://www.shopbestinthepnw.com/official-rules. Snider Financial Group was awarded the America’s Top 100 Financial Advisory Firms in 2026 designation on November 14^th, 2025 based on our company's performance over the past 5 years. The America’s Top 100 Financial Advisory Firms in 2026 designation is created by Newsweek, and award criteria and rating information can be obtained on https://rankings.newsweek.com/americas-top-financial-advisory-firms-2026.Services offered through Snider Financial Group a Registered Investment Advisor. This message and any attachments contain information which may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by e-mail or by telephone and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please send an email to team@sniderfinancialgroup.com.

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