Schooner Financial Associates

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(4)

9917 E Bell Rd Ste 110
Scottsdale, AZ 85260

Schooner Financial Associates is a privately owned independent boutique financial services firm located in Scottsdale, AZ. Founded in 1993, they believe in providing comprehensive financial plans tailored to each client's unique goals, offering consistent advice and impeccable service over the long term.

With a mission to navigate their clients' financial future through all conditions, Schooner Financial Associates specializes in retirement planning, educational funding, estate planning, investment asset management, and various insurance options.

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Reviews

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4.04 reviews
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Tim H.
2/13/2013

I lack the vocabulary to accurately portray my enthusiasm for this company and the financial services it provides! Trusted and recommended.

Al M.
12/7/2021

It has been said "Service is the basis of all worthy endeavor " Schooner Financial is living proof. I have been associated with at least a hand full of Planners and it seems that the hand was...

Laura G.
6/16/2020

Yikes. I've worked with a few financial planners, and Jacob Parish is the only one who has struck me as clearly sleazy. He advertises as a financial planner for SLPs but hasn't a clue who he's...

Aaron P.
6/4/2019

I've been through so many financial advisors I was about to give up. Schooner financial has exceeded my expectations in every way. My portfolio is no longer something I worry about. I highly...

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