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Our financial advice team


Philip M Schrager

Private Wealth Advisor

Philip M. Schrager & Associates

An Ameriprise Private Wealth Advisor

34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 21 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Family Finances

Education

  • Degree in Financial Services, Wright State University

Awards & recognition

  • Ameriprise Circle of Success, 2012-2017
  • Ameriprise Diamond Ring Club, 2010

Interests

Family life is very important for me, my wife Tamara and my two daughters. 

I love playing tennis and ski with my family.