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Jeffrey S
Series 65
Port Clyde, ME
Latitude Financial Planning LLC
Jeffrey Schroeder is a financial advisor at Latitude Financial Planning LLC with a Series 65 credential. He has military experience through service in the U.S. Army from 2015 to 2019 and has been involved with Georges River Regional Shellfish Management since 2022. Schroeder also operates a separate small business outside of his advisory role. Latitude Financial Planning LLC provides fee-only financial planning and investment advisory recommendations to individuals and families. The firm focuses on delivering comprehensive, written financial plans tailored to each client and emphasizes financial education, using strategies such as asset allocation, diversification, and passive investing.
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