SBS Financial of Rock Island

SBS Financial is a financial planner in Rock Island, Illinois. Serving the Quad Cities area, including Moline, Davenport, Bettendorf, and East Moline, this firm provides comprehensive wealth management services such as retirement planning, education savings, investment management, tax planning, and insurance strategies. The firm holds a 5.00 rating.

The team was established in 2008 by James Schmertmann, Steve Bush, and Shane Swift, who transitioned from Merrill Lynch to form an independent, full-service investment and financial planning group. The firm operates on a team-based approach where advisors sub-specialize in areas including portfolio management, insurance, and corporate retirement plans. This structure is designed to address the complex financial and succession planning needs of business owners, including 401(k) consulting and alternative investments.

The office is located on 35th Ave, near the Lower Tennis Courts and 5th Avenue. The area is also close to the Bell Tower, Augie Acres, and the Anderson Outdoor Pavilion.

The business maintains well-documented information online, ensuring their details are easily accessible. Their digital presence is characterized by a website that search engines can read cleanly, making them easy to find.

SBS Financial provides specialized expertise in wealth management and retirement planning for individuals and business owners throughout the Rock Island area.