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Sji Financial Svc - 0 Reviews - 7481 E Broadway Blvd Ste 100, Tucson, AZ - Financial Planning Reviews - Phone (520) 326-6133
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Providing Tucson with Professional Financial Services Since 1989

Owner Message

  • 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 DifferenceWhen 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 PlanningPre-Retirement Planning Post Retirement PlanningCollege Education Funding Risk Management Planning Estate PlanningEstate Analysis ? Including Estate Tax Liability Estimates Will and Trust Preparation Through Other Estate Planning Firms Advanced Estate Planning Strategies Pensions PlansSmall Business ? SEP, SIMPLE, KEOGH, 401(k) Large Company ? 401(k), 403(b), 457 Risk ManagementLong-Term Care Insurance Life Health & Disability Insurance at reasonable rates Investment Products AccountIRA?s* - Roth, Educational, Coverdell, Traditional Mutual Funds* Individual Securities* - Stocks* - Bonds* Tax Credit Programs* 403(b) Tax Sheltered Annuities*

Additional information

  • Hours:

    Sun Closed;Mon: 8:00 a.m.-5:00 p.m.;Tue: 8:00 a.m.-5:00 p.m.;Wed: 8:00 a.m.-5:00 p.m.;Thu: 8:00 a.m.-5:00 p.m.;Fri: 8:00 a.m.-5:00 p.m.;Sat Closed;
  • Neighborhoods:

    Broadway Northeast, Ward 2
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