SJI Financial Services

CONNECT

Address:

Phone:

(520)326-6133

Fax/Other:

(520)326-0196

SJI WealthLink

Introducing SJI WealthLink

Now you can view ALL of your financial records in one place:  SJI WealthLink.

Our clients just let us know and we’ll set up a private account.  We’ll even pre-load the accounts we manage for you.

Then, after you set up your own password, you can put in all the rest of your accounts – mortgage, checking and saving, retirement accounts we don’t manage, and so forth.  You control what goes in.

Once everything is loaded, not only will you be able to see your total financial picture but your SJI Financial Representative can help you verify that your portfolio is balanced.

To receive a short video about SJI WealthLink, go to the Contact Us page and send us an email.

Already signed up?  Click here to access your account.