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Plan for Tomorrow

Live for today

Live for today

Let us help you plan for the future.

Our Firm

Schooner Financial Associates and its affiliates have been serving individuals and businesses throughout New England for over 25 years. Our office is located in Norwell, Massachusetts. We currently manage over 5,000 accounts, with more than $200 million invested for our clients.

At Schooner Financial we offer a comprehensive selection of investments including stocks, bonds, mutual funds and annuities. As well as life, disability, health and long term care insurance.

We Are Independent Financial Representatives

With so many alternatives, you’ve probably asked yourself “Who is the best financial professional for me?” An ever-growing segment of the financial services industry is represented by independent professionals like us.

“Independent” means, that while adhering to regulatory parameters, we have the freedom to operate our practice as we deem most suitable, rather than as a large corporation may mandate. Indeed, we are independent business people at liberty to select the most appropriate products or services for you, rather than being subject to restrictive or emphasized selections.

Call us toll free at 800-393-4995