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Business Details
26 Years
experience
Your Trusted Financial Advisers in Stroudsburg, PA
We are a full-service financial firm committed to helping individuals and business owners pursue their financial goals through a wide range of financial products and services. Our approach begins with understanding your unique financial situation, including income, expenses, investments, and pressing concerns, to provide tailored solutions. We specialize in retirement planning strategies, focusing on asset management, risk mitigation, and tax-efficient strategies to preserve wealth and meet long-term objectives. With decades of combined experience, our team prioritizes integrity and professionalism, working closely with clients to identify priorities and implement sound financial plans. We maintain relationships with a broad network of financial services providers to ensure access to comprehensive solutions.

Our mission is to deliver high-quality information and services that empower clients to make informed decisions. We offer personalized guidance for retirement income strategies, pension analysis, investment management, and insurance products, ensuring clients receive actionable insights. Our commitment extends beyond transactionswe aim to build lasting relationships by addressing evolving financial needs. Located in Stroudsburg and Bethlehem, Pennsylvania, we serve clients with a focus on local market expertise. We invite you to contact us for a second opinion or to explore how we can help you achieve your financial goals.
Services
Retirement Income Strategies Investment Management Pension Analysis Tax-Favored Investments Long-Term Care Insurance 401(k) Rollovers
Details
  • Year established: 2000
Highlights and features
  • We offer over 40 years of combined experience in financial planning and retirement strategies.
  • Our team holds advanced professional designations including CLU, ChFC, and RICP.
  • We provide personalized, needs-based financial planning tailored to individual goals.
  • Our access to a broad network of financial services ensures comprehensive solutions.
  • We prioritize transparency, integrity, and long-term client relationships over sales.
Associations and certifications
  • FINRA
  • SIPC
Services
Retirement Income Strategies
We develop customized retirement income strategies focused on sustainable withdrawals, tax efficiency, and risk management. Our approach balances growth and preservation to ensure financial security throughout retirement. Services include sequence-of-distribution analysis and pension option evaluations for long-term stability.
Investment Management
Our investment management services emphasize diversified portfolios aligned with individual risk tolerance and goals. We provide ongoing monitoring and rebalancing to optimize performance while prioritizing capital preservation through strategic asset allocation techniques.
Pension Analysis
We analyze defined benefit and contribution plans to maximize retirement income. Our services include SERS/TIAA-CREF evaluations and PSERS pension option comparisons to help clients make informed decisions about their retirement benefits.
Tax-Favored Investments
We identify tax-efficient investment opportunities to minimize liabilities and enhance growth potential. Strategies include retirement account optimization and utilization of tax-advantaged vehicles for improved after-tax returns.
Long-Term Care Insurance
We offer long-term care insurance solutions to protect assets against healthcare costs in retirement. Our advisors help clients evaluate coverage options that align with their financial plans and future care needs.
People
John A. Sobrinski Sr.
Founder
John A. Sobrinski Sr. founded the firm in 2000 after 16 years at John Hancock Financial Services. He holds CLU, ChFC, and RICP designations and specializes in retirement income strategies and asset management.
John A. Sobrinski Jr.
Financial Advisor
John A. Sobrinski Jr. joined in 2014 with FINRA licenses and RICP accreditation. He focuses on retirement planning and investment strategies, bringing expertise from his Smith Barney experience since 2006.
Questions
What financial services do you specialize in?
We specialize in retirement planning, investment management, pension analysis, tax-favored investments, and long-term care insurance solutions.
How do you approach retirement planning?
We analyze your assets, liabilities, and goals to create personalized strategies for sustainable retirement income and risk management.
Are you licensed to work with clients nationwide?
Our representatives are licensed in Pennsylvania and work with residents of states where they are properly registered.
What credentials do your advisors hold?
Our advisors hold designations including CLU, ChFC, RICP, and FINRA licenses for professional financial planning expertise.