Our Firm

SJI Financial Services is a financial firm dedicated to helping our clients build wealth and protect their hard-earned assets. SJI Financial is made up of well trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy.  

Our professional firm allows us to create customized client portfolios and recommend only those products and services that can be tailored to suit our clients' unique needs.

As professionals experienced in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire early?
  • What are my retirement plan distribution options?
  • Should I have a traditional IRA or a Roth IRA?
  • Do I need disability income insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

For more information about our firm and the services we offer, contact us today.