SBS Financial of East Moline

SBS Financial of East Moline is a financial planner in East Moline, Illinois. The firm provides comprehensive wealth management services, including retirement planning, education planning, investment management, tax planning, and insurance. Serving individuals and business owners throughout Moline, Davenport, Bettendorf, Rock Island, and East Moline, the team specializes in 401(k) consulting, alternative investments, and insurance strategies. The business maintains a 5.00 rating.

The firm was founded in 2008 by James Schmertmann, Steve Bush, and Shane Swift, who previously worked together at Merrill Lynch starting in 2003. The team operates under a collaborative model where each advisor maintains a specific area of specialization to provide deep knowledge in financial planning, portfolio management, and insurance. This approach is designed to meet the complex financial and succession planning needs of business owners, including the management of corporate retirement plans.

Located on 35th Ave, the office is a short drive from Hamilton Elementary School and about 0.6 miles from Trinity Medical Center. The area is also near Patty Southall Wilman Park and provides easy access to John Deere Road.

The firm is known for its dedicated team approach and its commitment to helping clients navigate life's transitions with specialized expertise. By utilizing a group of advisors with diverse specializations, the business provides a comprehensive level of service for both personal and business insurance needs.

SBS Financial of East Moline provides specialized wealth management and retirement planning to the Quad Cities community.