Mackenzie Snader, CFP®, CSRIC®, CSLP®

Financial Planner

Mount Joy, PA

P: (717) 653-6662
T: (800) 653-9723
F: (717) 653-6214

Mackenzie Snader, Financial Planner
Mackenzie Snader, CFP®, CSRIC®, CSLP®, is an Everence Financial Planner professional. She partners with pre-retirement clients to help set financial goals, identify the best solutions, and be a trusted financial problem solver throughout life’s transitions – family, career, and personal. Mackenzie’s passion is incorporating clients’ desire to leave a positive mark on the world into their financial plan. 

She is a graduate of Messiah College, an Investment Advisor with Concourse Group Financial Advisors, represents Everence Trust Company and is fully licensed to help clients choose from the full landscape of solutions. 
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Disclaimer

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS. 


Mackenzie Snader, CFP®, CSRIC®, CSLP® is licensed to discuss and/or offer financial services and/or products to residents of CA, DC, GA, IN, MA, MI, NJ, OH, PA and VA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.