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.
Our extensive experience with retirement planning and investment management, combined with our caring approach, adds up to a partner our clients trust to help assemble and coordinate all the important elements of their personalized financial plans. We are a strategic resource, here to help guide our clients on the path toward financial independence.
We are honored that many of our clients have found value in our services for many years. You can count on us to provide you with thoughtful financial insights, honest communication, long-term planning and personal attention - the elements we consider key for building lasting relationships.
Collectively, our advisors hold the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) professional designations and are committed to practicing with the highest degree of honesty and ethics.
Our Mission and Investment Philosophy
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.
Our team is genuinely concerned for our clients’ well-being in all aspects of life and across the generations. We invest the time to develop a complete understanding of their particular needs and use our significant experience and extraordinary dedication to serve their best interests.