Joshua G. Schenker, CRES<sup>®</sup>

Joshua G. Schenker, CRES®

Financial Professional 400 W. Wilson Bridge Rd, Suite 305

Office: (614) 427-1481
Mobile: (513) 604-9577
Fax: (614) 985-3040
E-mail:
 

Joshua G Schenker works diligently to assist the needs of his clients by helping to develop financial strategies and estate planning strategies. As a Financial Advisor with Equitable Advisors, LLC and an agent of Equitable Network, LLC and its subsidiaries, Joshua can offer a broad range of financial products and services; such as mutual funds, annuities, life insurance, term insurance, and long-term care insurance, just to name a few.  Joshua earned his Bachelor's degree from Cleveland State University.

Joshua works with individuals and businesses focusing on providing a wide array of financial services and financial education to help those who serve and build our communities toward meeting their retirement needs – educators and staff in our public schools, colleges and universities; hospital and municipal workers; and employees of nonprofit organizations. His personalized approach helps clients chart a course for financial success, by giving them the information and some level of confidence they need to help them strive toward the retirement of their dreams.

Joshua focuses on building a team to assist his clients in meeting their financial goals. Changing demographics, volatile markets and consumers' ongoing needs for financial products and services can potentially mean exceptional opportunities for talented individuals. Joshua looks for team members that possess characteristics including: high ethical standards, a strong team-player spirit, a dedicated work ethic coupled with the aspiration of financial independence, excellent interpersonal skills, an established network within the community, and the desire to help others build their financial future. Joshua currently lives in Delaware, Ohio area with his wife Megan, son Grant and daughter Elise along with their dog Murdoc.

Let's build a plan, together

Guidance |  Protection | Retirement

  • Financial guidance to assist you in making important decisions for your financial future
  • Addressing your goals in small, manageable steps
  • Information to help you identify the right strategy for you
  • Create a custom potential strategy toward reaching your financial destination


Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Stonebridge Wealth Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.

$691 Million in Assets Under Management

12 Professional Designations

Over 100 years combined Experience

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck