Heather Schultz Financial Services

Heather Schultz Financial Services Guiding, Educating and Empowering Entrepreneurs, Sales Professionals, and Young Professionals to Achieve Financial Confidence and Clarity.

A strong passion to help others and make a meaningful difference in their lives drives my professional career. As a financial advisor, I am dedicated to guiding, educating, and empowering individuals to achieve their financial goals. I have a strong focus on entrepreneurs, sales professionals, and young professionals, with a particular passion for supporting women in these roles. Regardless of you

r background or financial knowledge, my goal is to create a welcoming space that provides you with the tools and resources to make informed financial decisions and live confidently. When away from the office, you can find me traveling, trying new foods, practicing yoga, and laying on the beach (when it’s not snowing in Buffalo of course). I enjoy just about anything that is outdoors, cheering on the local sports teams (Go Bills!!) and spending lots of time with family and close friends.

Looking to learn more about investing and love discovering new local Buffalo beers? Join us for Financial Flights! 🍻We’r...
05/12/2025

Looking to learn more about investing and love discovering new local Buffalo beers?

Join us for Financial Flights! 🍻

We’re pairing local beer flights with approachable investing insights in a relaxed, social setting. Learn how to build wealth, understand your options, and connect with other professionals.

Bring a friend, grab a flight and leave with some great financial tips and maybe a new favorite brew too.

Registration Link: https://www.heatherschultzfp.com/events/financial-flights

Julianna Stroupe Financial Services
BuffaloBeerfluencer

03/12/2025
What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
02/05/2025

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

A may make sense, but you need to set proper expectations.
02/03/2025

A may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
01/31/2025

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Here are 5 facts about Social Security you absolutely need to know.
01/29/2025

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

Do you have to pay taxes on life insurance proceeds? What about disability insurance benefits? You can find the answers ...
01/27/2025

Do you have to pay taxes on life insurance proceeds? What about disability insurance benefits? You can find the answers here.

What happens when you utilize life insurance or disability insurance? Are you taxed? This article answers those questions.

Social Security has been a fact of retirement since 1935; how much do you really know about it?
01/24/2025

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

Assets minus liabilities = net worth. When was the last time you calculated yours?
01/22/2025

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Want guaranteed income in retirement? You don’t need to wish for the now rare pension, you can do it yourself and get gu...
01/20/2025

Want guaranteed income in retirement? You don’t need to wish for the now rare pension, you can do it yourself and get guaranteed retirement income with an annuity. Here’s how.

Get guaranteed retirement income with an annuity. Here’s how.

Address

600 Delaware Avenue
Buffalo, NY
14202

Telephone

+17162433778

Website

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