Spina Financial Services (SFS) is an independent financial services consulting firm dedicated to helping our clients reach their financial goals. Our commitment is solely to our client's interests. We strive to improve lifestyles, empower through education and build trust through excellent service.
SFS chose Woodbury Financial Services, Inc. as our broker/dealer and business partner due to their strength and stability offered through their abundant resources in products, research and technology. Through Woodbury, SFS utilizes hundreds of proprietary and non-proprietary investment products to fit the goals and objectives of each client.
SFS chose Woodbury Financial Services, Inc. as our broker/dealer and business partner due to their strength and stability offered through their abundant resources in products, research and technology. Through Woodbury, SFS utilizes hundreds of proprietary and non-proprietary investment products to fit the goals and objectives of each client.
Services
An investment professional has a greater understanding of the economy and markets with more time to evaluate financial strategies and greater access to comprehensive information. At Spina Financial Services (SFS), our job is to pare down choices to those that fit your objectives. By identifying appropriate options, including ones that are difficult to discover on your own, SFS can save you considerable time and effort.
James A. Spina, CFS, is the founder and owner of Spina Financial Services, an independent, full service financial firm. Jim is a registered representative and an investment advisor representative with Woodbury Financial Services, Inc. He has been registered to offer securities products and licensed to offer life insurance since 1990.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We listen carefully to understand your individual financial situation. Our goal is to provide you with only the highest quality information, services, and products to help you reach your goals.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Reviews
Be the first to review Spina Financial.
Write a Review
