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Reviews for Schulz Wealth, Rob Schulz, CFP®, Austin Smith, CFA, CFP

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  • April 2023

    Rob and Austin were so great to work with! Most importantly, they were very patient with our questions. They were able to ensure we are on the right track with not only our retirement goals, but monthly budget. Truly providing an immeasurable service that we are grateful for!

  • December 2022

    Rob and Austin were great to work with! They were responsive, supportive, and patient with our questions and concerns as we planned our retirement. With their help, we created a workable plan that gives us more confidence and peace of mind!

  • December 2022

    We really enjoyed working with Rob and Austin at Schulz Wealth on our financial planning! They were very easy to work with, provided great education and expertise, and put together a plan based on our goals.

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    Schulz Wealth, Rob Schulz, CFP®, Austin Smith, CFA, CFP

    1752 Broad Park Cir N #110, Mansfield

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