Sobrinski Financial Service

At Sobrinski Financial Services, we are dedicated to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Our mission is to understand your financial situation and provide you with the highest quality information, services, and products to help you reach your financial goals.

We are a full-service financial firm committed to helping individuals and businesses pursue their financial goals. Our team is dedicated to providing a wide range of financial products and services to help you meet your short-term needs and long-term objectives. We take the time to understand your income, expenses, investments, and pressing financial concerns to ensure that we provide you with tailored financial advice. Our goal is to help you manage your money, protect what you have, and plan for your future.

Our History: Two Generations of Wealth Management Experience

Sobrinski Financial Services brings over four decades of experience in wealth management and retirement planning. Our firm was established in 2000 by John A. Sobrinski, Sr., CLU, ChFC, RICP, who joined John Hancock as a Financial Advisor in 1984 and was named Leading New Representative in 1984. Over the years, John A. Sobrinski, Sr. received numerous awards, including being named to the President's Honor Club in 1986, the Pinnacle Club for Investments Sales Leaders from 1996 to 2000, and being inducted into the John Hancock Heritage Circle in 2000.

In 2002, John A. Sobrinski, Jr., RICP joined the firm, bringing a second generation of wealth management experience. Together, we are committed to continuing the tradition of the highest standards of integrity and professionalism in trusted financial asset management and retirement planning.

Our Services

At Sobrinski Financial Services, we offer a wide range of financial products and services, including:

• Securities and Advisory Services: We offer securities and advisory services through Cadaret Grant & Co. Inc., a Registered Investment Advisor and Member FINRA/SIPC. Our financial professionals are registered to conduct securities business and licensed to conduct insurance business in certain states.
• Insurance Services: We provide a variety of insurance services to help protect your assets, including life insurance, disability insurance, and long-term care insurance.
• Retirement Planning: Our team can help you plan for your retirement by analyzing your current financial situation, identifying your retirement goals, and recommending appropriate retirement strategies.
• Financial Planning: We offer comprehensive financial planning services to help you manage your money, achieve your financial goals, and plan for your future.
• Investment Management: We provide investment management services to help you grow your wealth by managing your investment portfolio, conducting market research, and making informed investment decisions.

Seminar Videos and $100 Gift Card

At Sobrinski Financial Services, we offer a variety of resources to help you learn about financial planning and retirement planning. We provide seminar videos that cover various financial topics, including retirement planning, investment management, and financial planning. We also offer a $100 gift card to new clients who schedule a consultation with one of our financial professionals.

Next Steps

At Sobrinski Financial Services, we work with you to help identify your financial goals and then assist you in taking the steps to meet those goals by providing sound financial information. As your financial advisor, we take into consideration your income, expenses, investments, and pressing financial concerns. We show you how to manage your money to help meet your short-term needs and long-term goals while striking the right balance and protecting what you have and those you care for.

Please contact us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a wide variety of financial services companies, so if we don't have a product or service, we know a group that does.