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.

Midyear is often a useful time to review your financial picture, before year-end decisions feel rushed. From contributio...
06/25/2026

Midyear is often a useful time to review your financial picture, before year-end decisions feel rushed. From contribution limits and MAGI thresholds to charitable giving considerations, there may be more to evaluate than you expect.

Swipe through for key reminders and download our guide for a full checklist, tools, and planning strategies to help you stay organized. 📥 https://lp.baschrock-fg.com/midyear-tax-planning/?UTM=social

Don’t have time for complex finance talk? Ben Schrock makes it simple. On Unlocking Your Financial Future, you'll find q...
06/24/2026

Don’t have time for complex finance talk? Ben Schrock makes it simple. On Unlocking Your Financial Future, you'll find quick, helpful conversations about retirement, taxes, lifestyle planning, and what really matters when managing your money. 🎙️ Tune in now: https://baschrock-fg.com/podcast

True or False: Roth 401(k)s are subject to Required Minimum Distributions (RMDs).Answer: False. Roth 401(k)s are no long...
06/22/2026

True or False: Roth 401(k)s are subject to Required Minimum Distributions (RMDs).
Answer: False. Roth 401(k)s are no longer subject to RMDs, similar to Roth IRAs. This change may affect how you approach withdrawal timing and conversion planning.

Learn more in our Midyear Tax Planning Guide. 📥 https://lp.baschrock-fg.com/midyear-tax-planning/?UTM=social

Whether teaching life lessons or guiding financial habits, fathers play an important role in planning for the future. 🌟 ...
06/21/2026

Whether teaching life lessons or guiding financial habits, fathers play an important role in planning for the future. 🌟

06/19/2026

Rates can vary between institutions. Explore alternatives to keep your emergency savings working for you.

From managing today’s money choices to planning for the years ahead, Unlocking Your Financial Future is your go-to sourc...
06/17/2026

From managing today’s money choices to planning for the years ahead, Unlocking Your Financial Future is your go-to source for financial education. Hosted by Ben Schrock, this podcast breaks down real-world topics to help you make informed decisions.
🎧 Listen anytime: https://baschrock-fg.com/podcast

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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