Knowledgeable people
Financial Advisory Services
Experienced and practical guidance through the complex issues facing today’s businesses
The Schneider Downs Financial Advisory team’s collective experience provides practical advice to guide clients through making better business decisions. We deliver actionable solutions that help make our clients’ lives easier, and make their companies even better.
What our clients think
–Ralph Dallier
, Franklin Interiors
Friendly knowledgeable staff
–Russ Grunebach
, Duquesne University
We treat Schneider Downs as our business advisor. Before we make big monetary decisions, one of our first phone calls is to Schneider Downs to get their opinion and council.
They are truly a full-service firm – we utilize the tax, audit, transaction, cybersecurity, 401k, and family office teams.
–Tracy Rosetti Delvaux
, Hanna Holdings, Inc. and Subsidiaries
Good continuity throughout the engagement teams showing complete understanding from Shareholder all the way down to the senior and staff level.
–Aaron Oliver
, FNB Corporation
The people are knowledgeable and care about positively impacting our business.
–Zach Doran
, Ohio Automobile Dealers Association
Having Jim Yard as resource. He is easy to reach and reactive to any request. Appreciate his partner with me.
–Stacy Juchno
, PNC Bank
I love the diversity of the personnel, each one has a unique skill set, and they all care about what’s important…”The Client!!
–Paul Castelnovo
, Vogel Holding, Inc.
The past year has been the perfect example of what I like best about Schneider Downs. In addition to our recurring annual corporate audit, tax compliance, and employee benefit plan audit / TPA services, SD&Co has provided us with cyber security consulting, breach response, lease accounting software and implementation, and estate valuation services. It is great to know that with a call to one of our primary relationship contacts, we can quickly and confidently be placed in the hands of an expert in any number of financial-related services. Communication and consistency within all SD&Co. service offerings is fantastic!!!
–John Heisey
, CentiMark Corporation
Honesty, Integrity, Professional
Down to earth.
–Michael Falcone
, Michael Falcone
Every thing from keeping us up on all of the changes to consistent timely assistance when we need!
–Don Hall
, Zippo Manufacturing Company
OUR THOUGHTS ON
Learn how we’ve Solved Big Problems For our clients
Big Problem: Company Impacted By Ransomware.
Big Thinking: Restore System On-site And Avoid Six-figure Ransom.
Big Problem: Inefficient Tax Credit Realization.
Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.
Have a question? Ask us!
We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.
