B. A. Schrock Financial Group, Inc.

B. A. Schrock Financial Group, Inc. Your path to a secure retirement through holistic planning, investments & insurance. Welcome to B.A. Schrock Financial Group, Inc.! Our secret ingredient?

We offer a holistic approach to retirement planning, using a variety of investment and insurance products. Our mission is clear: to provide you with a complete roadmap to a secure and fulfilling retirement. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to

help you address them. With a focus on independence, we offer a wide range of investment and insurance solutions that work together harmoniously. Your financial journey is unique, and our holistic approach ensures that every aspect is considered. Collaboration. Our team-based planning philosophy means you're an active participant in crafting your financial future. When you choose us, you're not just a client – you're an essential part of our financial family. Calling all retirees and pre-retirees! Our goal is to help you achieve the financial freedom you've always dreamed of during your retirement years. Your goals are our goals, and we're here to guide you every step of the way. Ready to take control of your financial destiny? Join us on this incredible journey toward financial empowerment and retirement bliss! Disclosure:
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and B.A. Schrock Financial Group, Inc. are not affiliated companies.

07/17/2026

Try a no-spend week or month focused only on essentials. It’s a useful way to reset habits and examine values.

Are you looking for a podcast that makes financial topics feel approachable? Unlocking Your Financial Future covers plan...
07/15/2026

Are you looking for a podcast that makes financial topics feel approachable? Unlocking Your Financial Future covers planning, investing, taxes, retirement, and more, all in real conversations that meet you where you are.🎙️ Start listening: https://baschrock-fg.com/podcast

Planning to retire? You may need more than Social Security alone. Annuities are one way to cover essential expenses. Dow...
07/14/2026

Planning to retire? You may need more than Social Security alone. Annuities are one way to cover essential expenses. Download our "Ace in the Deck" guide for insights into how they can support your retirement income.

📥 Get your guide at https://baschrock-fg.com/ace-annuities/?UTM=whitepaper-social

Thinking about the next chapter in your financial life? Schedule your first call with B.A. Schrock to explore personaliz...
07/13/2026

Thinking about the next chapter in your financial life? Schedule your first call with B.A. Schrock to explore personalized strategies that align with your priorities. Start your journey now at https://monkeylink.co/3f736d

Protect your legacy with BA Schrock Financial Group. Swipe to explore our comprehensive estate planning services. For mo...
07/12/2026

Protect your legacy with BA Schrock Financial Group. Swipe to explore our comprehensive estate planning services. For more details, visit: https://monkeylink.co/24a22a 🏠

Dan, a Cleveland native, and St. Ignatius graduate, joined Equitable as a Financial Consultant after graduating with a b...
07/11/2026

Dan, a Cleveland native, and St. Ignatius graduate, joined Equitable as a Financial Consultant after graduating with a bachelor’s degree in finance and accounting from Maryville College in Maryville, TN. While attending Maryville College, Dan was a member of the varsity baseball team.

Dan passed his Series 7, 63, and 66 exams and holds life and health insurance licenses. He is also a CERTIFIED FINANCIAL PLANNER® (CFP®), Retirement Income Certified Professional (RICP®), and a Chartered Financial Consultant® (ChFC®). He is a member of Financial Planning Association®.

Dan enjoys traveling, exercising, and fishing in his free time.

07/10/2026

Check if ongoing services like apps or boxes still add value. Cancel or pause what you no longer use.

Address

131 College Street
Wadsworth, OH
44281

Opening Hours

Monday 9:30am - 4pm
Tuesday 9:30am - 4pm
Wednesday 9:30am - 4pm
Thursday 9:30am - 4pm
Friday 9:30am - 4pm

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