Craig W. Schubert

Financial Planner,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

"My goal is to help my clients achieve their financial goals, while protecting all that they have worked hard for."

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Craig W. Schubert

We believe in building strong relationships with our clients while providing service and education for all. We seek to help our clients find financial protection and solutions as their lives change.

Our purpose is to first understand your financial challenges and goals, and to then develop recommendations to help fit your unique needs.

I'm Most Proud Of: Being part of a clients team of advisors and assist in their wealth accumulation, protection planning and ultimately securing a retirement lifestyle they desire.

Chairmans Council

 Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Planning-for-Small-Business

As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Meet Our Professional Team

Experience

  • Financial Planner

    Prudential

    August 1991 - Present | 2009 Tidewater Colony Dr., Suite B1 Annapolis, MD 21401

    Providing Financial Planning and Investment Advisory Services to individuals, families and businesses.

The Prudential Difference

    • Property & Casualty: MD
    • Variable Annuities: AK, CO, DC, DE, FL, KY, LA, MD, MI, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WI, WV
    • Securities License: CA, CO, DC, DE, FL, GA, IL, MD, MN, NC, NY, PA, SC, TN, TX, VA, WV
    • Variable Life Insurance: AK, CO, DC, DE, FL, KY, MD, MI, NC, NJ, NY, OH, PA, RI, SC, TN, VA, WI, WV( CA License #0D90910)( LA License #297759)( TX License #1220650)
    • Fixed Annuities: AK, CO, DC, DE, FL, GA, KY, MD, MI, NC, NJ, NY, OH, OR, PA, RI, SC, TN, VA, WI, WV( LA License #297759)( MN License #40635993)( TX License #1220650)
    • Life Insurance: AK, CO, DC, DE, FL, GA, KY, MD, MI, NC, NJ, NY, OH, OR, PA, RI, SC, TN, VA, WI, WV( CA License #0D90910)( LA License #297759)( MN License #40635993)( TX License #1220650)

Craig Schubert is associated with the Mid-Atlantic Financial Group Office, 4920 Elm Street, Suite 300, Bethesda, MD, 20814-2965, Managing Director: Dustin Corrente, Phone: 301-986-4800. Craig Schubert offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Craig Schubert offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. My compensation may be based on a combination of fees and commissions. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.