SJL Financial
Finance · Delaware, United States · 1-10 Employees
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Overview
Headquarters
PO Box 7231, Wilmington, Delaware, 19803...Website
www.wecanplanforthat.comRevenue
$7.2 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About SJL Financial
SJL Financial is a fee-only financial planning service that caters specifically to early and mid-career professionals, servicemembers, and veterans. The firm focuses on creating personalized financial plans through a three-meeting process that helps clients understand their financial situation, set goals, and develop actionable plans. SJL Financial emphasizes a client-first approach with no commissions or product pitches, ensuring that the advice is tailored to the clients' best interests. Operated by Sam Lewis, a certified financial planner and Air Force veteran, the company serves clients in Delaware and across the nation virtually.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
SJL Financial
$7.2M
1-10
Private
-
2021
N/A
Company Profile Activity
Activity Insights
SJL Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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SJL Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SJL Financial.
SJL Financial Tech Stack
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SJL Financial is a fee-only financial planning service that caters specifically to early and mid-career professionals, servicemembers, and veterans. The firm focuses on creating personalized financial plans through a three-meeting process that helps clients understand their financial situation, set goals, and develop actionable plans. SJL Financial... Read More
