Phone: 480-284-6820
Fax:      480-284-6825
 

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Welcome To Schooner Financial Associates.

Schooner Financial Associates is a privately owned independent boutique financial services firm nestled in the shadows of the McDowell Mountains in the foothills of Scottsdale, AZ.

Schooner Financial was founded in 1993 on the belief that a comprehensive financial plan should consider the unique financial goals of each client, and that clients deserve consistent financial advice and impeccable service and communication from their advisor over decades of time, not days or weeks.

The seas of the financial world can be complex and confusing in the best of times. It is the mission of Schooner Financial Associates to “Navigate Your Financial Future” through all conditions to the port of financial freedom.

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Our Services

  • Retirement Planning
  • Educational Funding
  • Estate Planning            
  • 401k’s
  • TSA/403b’s
  • Investment Asset Management
  • Long-Term Care Insurance
  • Disability Insurance
  • Life and Health Insurance

Securities and Advisory services offered through Geneos Wealth Management, Inc.  Member FINRA/SIPC

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