SJI Financial Services

Providing Tucson with Professional Financial Services Since 1989

(520) 326-6133

7481 E Broadway Blvd Ste 100
Tucson, AZ 85710

32.221096 -110.83431

DexKnows Rating: -1 stars

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MON 8:00am - 5:00pm TUE 8:00am - 5:00pm WED 8:00am - 5:00pm THURS 8:00am - 5:00pm FRI 8:00am - 5:00pm SAT closed SUN closed

Description for SJI Financial Services

Since 1989, SJI Financial Services, Inc. (SJI) has provided professional financial services to clients with investment concerns just like yours. Our business has grown one client at a time, through personal, one-on-one consultations focused on the goals of each individual investor.

Our advisors believe in the value of meeting with clients face to face, and in maintaining strong communications throughout the life of our client relationships. It is this attention to the needs of our clients that sets us apart from your typical financial services firm.

The SJI Difference

When you first meet with an SJI financial advisor, we hope you will notice a difference. In their role as your financial advisor, licensed brokers focus their efforts and expertise first and foremost on representing the investor – not just their investment. Our mission is to provide our clients with quality service and solid financial advice to help them meet their investment goals.

Once your SJI financial advisor has met with you to understand your goals, they will design a financial blueprint to help you achieve them. Relying on internal research, independent third party analysis, and a sense of intuition that only comes with experience, our financial advisors can put all of our company’s knowledge resources to work for you.

What We Provide.

Financial Planning

Pre-Retirement Planning
Post Retirement Planning
College Education Funding
Risk Management Planning

Estate Planning

Estate Analysis – Including Estate Tax Liability Estimates
Will and Trust Preparation Through Other Estate Planning Firms
Advanced Estate Planning Strategies

Pensions Plans

Small Business – SEP, SIMPLE, KEOGH, 401(k)
Large Company – 401(k), 403(b), 457

Risk Management

Long-Term Care Insurance
Life Health & Disability Insurance at reasonable rates

Investment Products Account

IRA’s* - Roth, Educational, Coverdell, Traditional
Mutual Funds*
Individual Securities* - Stocks* - Bonds*
Tax Credit Programs*
403(b) Tax Sheltered Annuities*

Category: Financial Advisors|Investment Management|Tax Services

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