We strive to understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. We are a full-service firm committed to helping individuals and business owners pursue their financial goals through a wide range of financial products and 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. We are a financial services firm based in Stroudsburg, PA, offering a wide range of products and services, committed to the highest standards of integrity and professionalism in helping people pursue their financial goals.
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. We are a financial services firm based in Stroudsburg, PA, offering a wide range of products and services, committed to the highest standards of integrity and professionalism in helping people pursue their financial goals.
Services
As your financial advisor, we take into consideration your income, debt, expenses, and investments. 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. We will work with you to identify your most pressing financial concerns.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We strive to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. We are a full-service financial firm committed to helping people pursue their financial goals.
John A. Sobrinski Sr. was born and raised in East Stroudsburg, PA. He graduated Summa Cum Laude from Bloomsburg University in 1983. John started his financial services career in 1984 as a representative with John Hancock Financial Services in Allentown, PA. The recipient of more than a dozen awards for outstanding production, John established Sobrinski Financial Services in 2000.
John A. Sobrinski Jr. joined the practice in 2014. He graduated with a Bachelors of Science in Business Administration degree in Finance from Bloomsburg University in 2006. He started his financial services career as a Client Services Associate with Smith Barney in Florham Park, NJ.
Since joining his father in his practice his initiative on modern technology has helped Sobrinski Financial Services fully integrate a CRM platform and create an interactive firm website.Professionally he has earned his FINRA Series 7, Series 6, Series 65, Series 63 and Series 24 licenses. In addition he has earned the Retirement Income Certified Professional accreditation from the American College.
Since joining his father in his practice his initiative on modern technology has helped Sobrinski Financial Services fully integrate a CRM platform and create an interactive firm website.Professionally he has earned his FINRA Series 7, Series 6, Series 65, Series 63 and Series 24 licenses. In addition he has earned the Retirement Income Certified Professional accreditation from the American College.
The first step in retirement planning is to analyze your assets and liabilities, and get a handle on whether the assets you have are going to provide enough income for you in retirement. Please be sure to watch the rest of our video seminar series. Among the fundamental questions you have to ask yourself in retirement is which assets to tap first, the winning or the losing accounts, the taxable assets or those which are tax deferred.
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