Spina Financial Services
1305 Hoeffer Drive, Alhambra, California, United States
About the Spina Financial Services
Spina Financial Services (SFS) is an independent financial consulting firm located at 1305 Hoeffer Drive, Alhambra, California. Our dedicated team, led by James A. Spina, CFS®, is committed to helping clients achieve their financial goals. We prioritize our clients' best interests, striving to improve lifestyles, provide education, and build trust through exceptional service.
As a partner with Woodbury Financial Services, Inc., we have access to a wide range of investment products and resources to tailor our services to each client's unique objectives. Education is key to our approach, ensuring that clients are empowered to make informed financial decisions.
Founded on principles of integrity and hard work, SFS is dedicated to earning your business every day. Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., a registered investment advisor. We provide services in states including AZ, CA, CO, CT, FL, HI, ID, MN, NE, NJ, NV, NY, OK, OR, TX, VA & WA.
Please note that neither Osaic Wealth, Inc. nor its representatives offer tax or legal advice. For assistance with these matters, we recommend consulting a tax or legal advisor. Remember, investing involves risk, and past performance does not guarantee future results.
Contact us at 626-796-6546 to learn more about how Spina Financial Services can help you achieve your financial goals.
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