Spina Financial

At Spina Financial Services (SFS), we are dedicated to helping our clients achieve their financial goals through comprehensive wealth management services. With over 30 years of experience, our commitment is solely to our clients' interests, and we strive to improve lifestyles, empower through education, and build trust through excellent service.

Our Services

Our team of experienced financial professionals provides a range of services designed to help individuals, families, and businesses achieve financial freedom. Our comprehensive wealth management services include investment management, retirement planning, insurance planning, and estate planning. We also offer a range of financial calculators, articles, and resources to help our clients make informed decisions about their financial futures.

Comprehensive Wealth Management

Our comprehensive wealth management services are designed to help our clients achieve their financial goals by creating a personalized financial plan that takes into account their unique circumstances, risk tolerance, and investment objectives. Our team works closely with each client to understand their goals and develop a tailored plan that addresses their specific needs.

Our Qualifications

Our team of experienced financial professionals is led by James A. Spina, CFS, who has over 30 years of experience in the financial services industry. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients, and we are dedicated to continuing education and staying up-to-date on the latest trends and developments in the financial industry.

Our Firm

Spina Financial Services (SFS) is an independent financial services consulting firm dedicated to helping our clients reach their financial goals. We are affiliated with Osaic Wealth, Inc., a broker/dealer and business partner that provides us with access to hundreds of proprietary and non-proprietary investment products. This allows us to offer our clients a wide range of investment options tailored to their individual needs and objectives.

Our Mission Statement

Our mission is to provide goals-based money management and financial planning services to our clients. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients, and we are dedicated to continuing education and staying up-to-date on the latest trends and developments in the financial industry.