National Planning

At Sheby Financial Group, we are dedicated to providing comprehensive financial services to individuals and business owners in Long Beach, California. Our team of experienced professionals, led by Jerry Sheby, CFP, and Kirk Sheby, is committed to helping our clients achieve their financial goals and objectives.

Our Mission

Our mission is to provide personalized financial guidance and education to our clients, empowering them to make informed decisions about their financial futures. We believe that every individual and business has unique financial challenges and opportunities, and we are dedicated to providing tailored solutions to address their specific needs.

Our Services

We offer a wide range of financial services, including retirement planning, estate planning, investment management, insurance planning, and tax planning. Our team takes the time to understand each client's financial situation, goals, and objectives, and then develops a customized plan to help them achieve financial success.

Our Expertise

Our professionals have years of experience in financial services, and we have developed a deep understanding of the complex financial challenges facing individuals and business owners today. We are dedicated to staying up-to-date on the latest financial trends, strategies, and products, ensuring that our clients receive the most effective and innovative solutions available.

Our Commitment

At Sheby Financial Group, we are committed to providing exceptional customer service, integrity, and professionalism in all that we do. We believe that our clients' financial success is our top priority, and we are dedicated to helping them achieve their financial dreams.