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

About

Schooner  Financial Associates is located in Scottsdale, Arizona and was founded in 1993 by Alan Schmidgall and Brad Parish.  After beginning their careers at a proprietary firm, their goal was to create a firm where high quality financial representatives could provide comprehensive financial planning to clients as independent advisors.  While adhering to strict industry practices, independent advisors can offer an unbiased array of products and services to their clients thus serving the goals of the client, not the goals of a captive or proprietary firm.

We at Schooner Financial believe that each client deserves a professional and independent analysis of their unique goals and objectives, resulting in the implementation of a comprehensive plan that covers all phases of their financial world; retirement, education, taxes, estate planning, and insurance.  A successful financial plan requires regular monitoring and consistent communication and service.

After more than 25 years of serving clients in Arizona and around the world, and with a team of advisors having over 100 years of combined experience, Schooner Financial Associates is confident we can help you achieve your financial goals.

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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