Lucas Schachter Email & Phone Number

As the Founder and CEO of Schachter Financial LLC, my role encompasses a wide array of responsibilities aimed at steering the organization towards success and sustainable growth. I am dedicated to driving innovation and excellence in the financial services industry. I lead our strategic vision, guiding the development of tailored solutions that empower our clients to achieve their financial goals. In my role, I oversee all aspects of the business, from strategic planning and operations to team development and client engagement. I am passionate about fostering a collaborative culture that encourages creativity and growth, ensuring our team is equipped to deliver exceptional results. By building strong relationships with clients and industry partners, I strive to create a trusted network that enhances our service offerings. My commitment to integrity and ethical practices is at the core of our mission, positioning Schachter Financial as a leader in providing comprehensive financial solutions. Together, we are transforming the way individuals approach their financial futures, one client at a time.

Responsible for all revenue related functions in the organization. Driving better integration and alignment for sales and revenue management.

CMA Financial, LLC, employs a highly consultative approach to deeply understand the needs of its clients and the history of their hardships. With this understanding of our clients’ needs, CMA Financial, LLC, tailors' debt relief options that include debt resolution programs. We have used this personalized approach to successfully resolve our clients unsecured debts.Responsible for the oversight of all revenue and operations.

Amherst, New York, Us

Run a team of motivated Financial Consultants, helping each of them reach their top potential and perform at the highest level. In addition, I run a team of Managers. My main priority is to train and develop them into strong Leaders over the course of 12 - 24 months, preparing them for the next step in their career.

Amherst, New York, Us

Run a team of motivated Financial Consultants, helping each of them reach their top potential and perform at the highest level. We train and guide each individual at their own pace from day one. Each day consists of one on ones, coaching sessions, role playing sessions, and team meetings.

Amherst, New York, Us

By using a unique approach to deeply understand the needs of my clients history and hardships, I tailor debt relief options that include debt consolidation loans, and debt resolution strategies. In addition, I run a team of Financial Consultants. I train and develop each individual into top tier performers that exceed sales targets year after year.

Amherst, New York, Us

I help people who are burdened with debt by providing a personalized approach to regain control of their financial future. By using a unique approach to deeply understand the needs of my clients history and hardships, I tailor debt relief options that include debt consolidation loans, and debt resolution strategies.

-Retirement Planning: Develop retirement plans and defined benefit plans for individuals, businesses, and nonprofit organizations.-College Planning: Assist families in comprehensive planning for their children/grandchildren's college education utilizing tax efficient strategies.-Asset protection strategies: Work with individuals in order to minimize the risk of loss from the hazards of business and personal liability.-Insurance: Implement various strategies within a client's overall financial plan, utilizing insurance products to hedge against the risk of potential loss.AXA Advisors, LLC (NY, NY), member SIPC. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V