Schurg Financial Services

About Us

At Schurg Financial Services, we believe that our clients deserve the highest standard of care possible. We value your uniqueness, your history, and your goals. As a fully independent company, we affirm our objectivity and freedom from the pressure of corporate and proprietary products. Through all market conditions, we strive to simplify the complexities of your financial life so you can focus on the things you cherish most. To affirm your confidence, our relationship with LPL Financial, the largest independent broker-dealer in the nation*, provides us with unbridled access to the a robust mix of investment resources.
Our Commitment

From retirement guidance to investment management, protection planning and more, we work to integrate your entire financial life into one cohesive plan. As a team, we will be prepared to help you adapt to the unexpected. Our strategies are tailored to your unique profile, and our professionals will help you stay proactive as your situation evolves.
Our Principle

We are large enough to access a broad array of investment products while delivering the personalized attention only a boutique firm can provide. Since our inception, we have preserved the same investment principles upon which we were founded, and our “investor first” philosophy affirms our dedication to helping you pursue your financial goals.

That’s our principle.

*As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.