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SJI Financial Services

Phone:
  • (520)326-6133
Fax:
  • (520)326-0196

Meet Our Team

Click through our employees to learn more about our team and what they can do for your financial needs.

Our Associates

Our Services

Here at SJI Financial Services, everyone feels welcomed. We enjoy helping people from all sectors of our community to work toward ensuring their financial safety.

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Our Clients

Learn about the different clients we serve and how we can help you reach your financial goals.

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Welcome and thank you for your interest in SJI Financial Services. For more than 20 years we have been providing customized financial solutions for our clients. We have a broad array of clients but we also have particular experience with the education and public service industries. We currently manage over $100,000,000 in client assets.

SJI Financial will help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  This website provides you with a wealth of information in the form of newsletter articles, calculators, and research reports.

Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.  

Here at SJI Financial we work hard in providing clients with these tools:

  • A clear understanding of financial goals
  • A well-defined strategy for achieving those goals
  • Ongoing advice to help adjust strategy when change is needed
  • Explain how changing of financial conditions can affect financial goals
  • Make managing investments easier
  • Offering SJI WealthLink to show your whole financial picture

Feel free to browse our site to learn more about how we can help your future!  We hope to hear from you soon!