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Pete Schraufnagel - Financial Advisor in Gilbert, AZ

Pete Schraufnagel

Financial Advisor

5.0
(5)
As a financial advisor, I've found that my passion is helping individuals and business owners achieve financial success. I develop long-term relationships with my clients to help them build wealth, educate on available strategies, and prote...... Show More
Location & Business Hours
Business Hours
Thu
8 AM to 4:30 PM
Fri
8 AM to 4:30 PM
Sat
appointment
Overall Ratings
5.0
(5)
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Reviews from Web
  • 5.0
    google
    B
    Brad H
    Posted on February 13th, 2025 12:00 AM
    Pete is a great advisor and huge value add. Takes care of things so that you don't have to worry.
  • 5.0
    google
    S
    Steve S
    Posted on December 27th, 2024 12:00 AM
    Pete is a standout financial advisor. He takes the time to understand your goals, explains everything in plain language, and genuinely cares about your success. His transparency and expertise inspire total confidence. Highly recommend!
  • 5.0
    google
    C
    Chad H
    Posted on April 12th, 2024 12:00 AM
    Pete is outstanding! He takes the time to understand your unique financial situation and goals, then provides expert advice and solutions on helping you succeed. He partners with our CPA when needed to ensure everything makes sense all-round....
    read more
  • 5.0
    google
    K
    Kim F
    Posted on July 12th, 2023 12:00 AM
    Pete Schraufnagel has received a review with 5 star rating from Kim Ferry
  • 5.0
    google
    N
    Nicole B
    Posted on May 12th, 2023 12:00 AM
    PETE HAS ALWAYS BEEN VERY POLITE AND TRUSTWORTHY. I WOULDNT BE COMFORTABLE TRUSTING MY MONEY WITH ANYONE ELSE.
  • 5.0
    google
    C
    Charles R
    Posted on May 12th, 2023 12:00 AM
    Pete has been a great Financial consultant for me, he's very knowledgeable and active with helping you grow wealth and understanding how the market works. I highly recommend his services to anyone in the East Valley area
  • 5.0
    google
    E
    Eric S
    Posted on May 12th, 2023 12:00 AM
    Professional and great communication! Highly recommended
  • 7 of 7
    About
    As a financial advisor, I've found that my passion is helping individuals and business owners achieve financial success. I develop long-term relationships with my clients to help them build wealth, educate on available strategies, and protect the financial future of the ones they care about. I work with my clients throughout their lifetimes. I hold the AAMS™ or Accredited Asset Management Specialist™ and CEPA® or Certified Exit Planning Advisor® designations to serve our clients in helping to achieve their financial goals. I grew up in an entrepreneurial family. My dad owned his own business, as did several uncles and grandparents. Helping business owners plan how their largest asset — their business — will be a crucial part of their retirement is incredibly important to me. In addition to helping my clients, I'm committed to giving back to the community. As an active member of the Gilbert Chamber of Commerce, I collaborate with fellow business leaders to promote economic growth and prosperity in the region. My dedication to community development is further evident through my participation in the Gilbert Leadership Program, of which I am a proud graduate of Class 31 and serve on the Leadership Planning Committee. Our team also includes Doreen Mosbach. She is dedicated to providing the highest level of personalized service available in our industry. Her banking and customer service background is a great asset to our clients. Our team's dedication and experience allow us to impact our clients during their lives and through their legacies. When I'm not at work, family is everything. I love spending time with my wife and our two boys. We stay as active as we can through hiking, playing sports, golf and traveling to see our family back in the Midwest.Pete Schraufnagel, Financial Advisor, AAMS™, CEPA®P: (480) 497-6600peter.schraufnagel@edwardjones.com
    Specialities
    Portfolio Reviews
    Entrepreneurs & Business Owners
    Business Retirement Plans
    New Investors
    Retirement Savings Strategies
    Insurance & Annuities
    Spending Time with Family
    Golfing
    View All
    56
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    FAQs
    Here are some Frequently Asked Questions about Pete Schraufnagel
    What organization is Pete Schraufnagel associated with?
    Pete Schraufnagel is associated with Edward Jones.
    What is Pete Schraufnagel’s work email address?
    Pete Schraufnagel’s professional email address is p****************l@e**********.com. You can also email Pete Schraufnagel by clicking on the contact Pete Schraufnagel.
    Where is Pete Schraufnagel based out of?
    Pete Schraufnagel’s primary location is Gilbert, AZ.
    What is Pete Schraufnagel's phone number?
    Pete Schraufnagel's phone number is (480) 497-6600
    What is Pete Schraufnagel's title??
    Pete Schraufnagel is a Financial Advisor.