Personal advice built around your financial life.

Schulmerich & associates trusted advisors

“Steve and the team at Schulmerich & Associates Asset Management have been fantastic to work with. They helped us create a diversified portfolio, develop a sound retirement strategy, and put together a comprehensive long-term plan that includes tax and estate planning. Their investment guidance has delivered better-than-expected returns, and we appreciate their proactive approach. The entire Schulmerich team is always responsive to our calls and emails. Our quarterly meetings to review strategy and investment decisions keep us focused and on track toward our financial goals. Thank you, Steve, Craig, and Heather, for your professionalism, expertise, and outstanding service. We highly recommend Schulmerich & Associates Asset Management.”

Dependable, Safe, and Prevalent Investment advice

“I have trusted Steve with my retirement investments for over twenty years, and never have I been disappointed with any investment advice. Steve's guidance has always been fruitful, even in a down market. I would highly recommend Steve and his firm to anyone looking for a safe, dependable, financial advisor.”

Always on top of the global market.

“My husband and I started learning about the investment market years ago from Stephen Schulmerich, when we lived in Eagle Crest Resort in Redmond, Oregon. He has always guided our portfolio in new directions, which have done very well in the market. He takes time to educate his clients on what and where he thinks we should consider investing our money. Overall we have been very pleased with his guidance.”

Dependable

“I appreciate the financial expertise and guidance our advisor, Stephen Schulmerich at Schulmerich and Associates, has provided us. He communicates well and reviews our portfolio frequently. We are very pleased with how he is handling our portfolio and would recommend him to others.”

Excellent and personalized service

“I highly recommend Mr. Schulmerich as a financial advisor. He has been a loyal professional for me for more than 30 years and I have benefited from his studious approaches that have advanced with the continuous changes in the financial markets. He is available for any of my questions and provides on-going education to clients so that the updates to my investment choices are decisions we make from a mutual understanding of his knowledge and experience and my goals and financial needs.”

Always there for me.

“Steve was not only my husband's financial advisor, but a good friend. I hadn't listened to my husband and Steve when I went with a different company investing in an annuity. When my husband passed, Steve reached out to me and guided me through the difficult process of transferring the funds to me as trustee. Since then, our investments have done very well. If I call him, he calls me back promptly and answers my questions, no matter how insignificant. Steve has helped me personally since then gaining moneys back that I was losing in the annuity. I cannot speak highly enough of him as a friend and financial advisor.”

Stephen Schulmerich is Who You Want Managing Your Money!

“Stephen and Craig Schulmerich do a fantastic job of managing your money. I trust them both with making sure I am on the best path for retirement with my funds. I have other accounts outside from my employer, and I can compare, and they are always doing a better job of growing your retirement accounts. I highly recommend using Stephen and Craig to help your funds grow. They are extremely aware of what is needed to grow your portfolio to be the best it can be.”

The Best

“Steve has been our advisor for close to 20 years since a former employer connected us. We cannot have asked for a better manager of our retirement funds, and have transferred other accounts into his hands. After trusting a person who we lost confidence in, it has been a great relief to watch Steve grow our accounts to help secure our financial future. We have never questioned his wisdom and expertise after seeing the results of his decisions. We greatly appreciate how he deals with his clients' priorities and cannot recommend him highly enough.”

My Lifeline

“As a recent widow, I experienced the control of financial responsibility I had never had to deal with before. Mr. Schulmerich was my lifeline to sanity. His support, in a very difficult time, will always be appreciated. He is a man of incredible integrity and proved to be the one person I could count on when faced with decisions that affected my financial future.”

Warm & Personal

“I've worked with my financial advisor for several years now, and the experience has been exceptional. They take the time to understand my goals, explain strategies clearly, and make complex decisions feel simple. I always feel heard, supported, and confident that my financial future is being managed with care and expertise. Highly recommended.”

Schulmerich & Associates

“Stephen and Craig have invested my money well. They also are very helpful when I have questions.”

Schulmerich Associates the best

“Not only great returns; but great help for estate planning & helping with complex tax implications”