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Dave Schreiber

Financial Advisor

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We're committed to providing a client experience that can’t be replicated.We've designed our team approach to integrate our complementary strengths and enhance each client experience with different perspectives, but one shared focus: ...... Show More
Location & Business Hours
Tuesday
08:00AM to 05:00PM
Wednesday
08:00AM to 05:00PM
Thursday
08:00AM to 05:00PM
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About
We're committed to providing a client experience that can’t be replicated.We've designed our team approach to integrate our complementary strengths and enhance each client experience with different perspectives, but one shared focus: We care about getting to know you. We’ll ask hard, smart questions and listen carefully to understand the underlying motivations to your financial decisions. Our approach is thorough and genuine. We'll partner to explore where you are today, where you want to be tomorrow and the financial path that can help get you there.With 50 years of combined experience, we recognize the high standard of care and proficiency required to preserve long-term client relationships and meet the evolving needs of the individuals and families we serve. Over the years, we’ve stood side by side with clients to navigate market cycles, plan for the future and adjust to life's challenges, milestones and goals.Our team values collaboration and innovation. We engage the expertise of your CPA and estate planning attorney to address specific needs. And we take pride in thinking outside the box and presenting solutions you may never have heard of.We truly enjoy what we do.About Each of UsDave Schreiber built this business over 35 years and is dedicated to hard work and precise care. Now, he applies these same principles to ensuring it continues for the next 35.Dave joined Edward Jones in 1988, opening the firm's first office in Longmont. He is a CERTIFIED FINANCIAL PLANNER™, or CFP®, professional and views every day as a new challenge to continue doing what he loves. Dave and his wife, Marge, are proud grandparents to four grandchildren.Both Liz Bleidt and Samantha Schreiber-Reed recently moved back to their hometown of Longmont to form the Schreiber Bleidt Reed Wealth Management Group.Liz, also a CFP® professional, joined Edward Jones in 2017. She began her financial services career at Charles Schwab in 2011 after graduating from the Leeds School of Business–University of Colorado Boulder. Liz and her husband, Travis, enjoy spending time with their three young children. Samantha, also a CFP® professional, joined Edward Jones in 2020. She graduated from George Fox University in Oregon with a concentration in psychology and uses her education to better understand her clients. Samantha and her husband, Josh, live with their Golden Retriever.
Specialities
Wealth Strategies
Retirement Income Strategies
Divorce Finances
Charitable Giving
Estate & Legacy Strategies
Portfolio Reviews
Personal Fitness
Traveling
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Positions
  • CFP®
FAQs
Here are some Frequently Asked Questions about Dave Schreiber
What organization is Dave Schreiber associated with?
Dave Schreiber is associated with Edward Jones.
What is Dave Schreiber’s work email address?
Dave Schreiber’s professional email address is d************r@e**********.com. You can also email Dave Schreiber by clicking on the contact Dave Schreiber.
Where is Dave Schreiber based out of?
Dave Schreiber’s primary location is Longmont, CO.
What is Dave Schreiber's phone number?
Dave Schreiber's phone number is (983) 983-6357
What is Dave Schreiber's title??
Dave Schreiber is a Financial Advisor.