Schmocker Financial Services Inc

Schmocker Financial Services has been helping individuals and families clarify and pursue their vision of the future since 1976. We strive to provide clients with an unsurpassed level of integrity, service, commitment, knowledge and expertise.
It is our mission to provide our clients with the highest level of service and integrity as we partner with them through every phase of their lives. In everything we do, our focus is always on what works best to meet our clients’ specific needs.
We are committed to developing lasting relationships with all our clients. We do this by assessing their individual financial goals and participate in the management of their finances at each step of the process.
We want clients to have a consistent, predictable stream of income for life, and a portfolio that establishes a lasting legacy for future generations. Collectively, our advisors hold the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) professional designations. Combine that with our extensive experience in retirement planning and investment management, and our caring approach, and you have a partner you can trust to help assemble and coordinate all the important elements of your personalized financial plans.
Because each of our clients’ goals and objectives are unique, we endeavor to construct a holistic financial strategy designed specifically for them. We offer a wide range of services to address the needs of individuals, families and small businesses, and customized insurance and investment products and strategies that seek to satisfy their financial needs. We are a strategic resource, here to help guide our clients on the path toward financial independence.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness”.
Securities offered through LPL Financial, Member FINRA/SIPC. and Investment advice offered through Advantage Investment Management, a registered investment advisor. Advantage Investment Management and Schmocker Financial Services are separate entities from LPL Financial.
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The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, IA, IL, IN, KS, MN, MS, NC, ND, NE, NM, NV, OH, TV, TX, VA, WA, WI and WY.