SJB US - Marbella, Málaga

SJB US es una empresa especializada en planificación financiera que ofrece sus servicios en Marbella, España. Su dirección es Andasol Business Centre, Av. Andasol, 29604 Marbella, Málaga, España. y su número de teléfono es 951120111. Puedes encontrar más información sobre la empresa en su página web: sjb-us.com.

Esta empresa cuenta con varias características que la hacen destacar. Ofrecen citas online para la comodidad de sus clientes y brindan asistencia en otros idiomas, lo que es una gran ventaja para aquellos que no hablan español con fluidez. Además, el edificio donde se encuentra la empresa cuenta con acceso para sillas de ruedas, aseos y es amigable con la comunidad LGTBI+. Es importante mencionar que se necesita una cita para recibir atención en SJB US.

En cuanto a las opiniones de los clientes, SJB US tiene una opinión media de 4.9/5 según Google My Business, con un total de 13 valoraciones. Esto indica un alto nivel de satisfacción entre los clientes que han utilizado los servicios de la empresa.

Si estás buscando una empresa de planificación financiera en Marbella, SJB US es una excelente opción. Con su enfoque en la comodidad y accesibilidad para todos los clientes, su amplia gama de servicios y su alto nivel de satisfacción del cliente, puedes sentirte seguro de que recibirás una atención de calidad en SJB US.

Se recomienda visitar su página web sjb-us.com para obtener más información y programar una cita. No dudes en contactarlos para obtener la asistencia financiera que necesitas

Opiniones de SJB US

Jim McLoughlin

5/5

I enjoyed a brief, highly professional engagement with SJB, during which we determined that my UK pension assets were best left undisturbed. Our conversations were directed, informed and purposeful, and I felt that my time was very well spent.

Peter Rabjohns

5/5

SJB have helped me to consolidate some old pensions from the UK (ex pat. for 25 years) into one platform / iSIPP. I appreciated the security from the UK pensions, but also recognize the persistence and efficiency of Rob Hoey and the team to get me over the line. Now, I have full sight of these funds and the investment opportunities and look forward to working with Rob and the team for the years ahead. Thank you SJB for providing the focus, guidance and support.

John Marshall

5/5

Have dealt with SJB for 3+years after engaging them to help with consolidating UK Pensions to a SIPP (compatible with being a US Resident). Went with them after quite a bit of research, very important was their SEC registration. They got the job done in very transparent & professional manner. Ongoing, same level of service. I can strongly recommend them as Financial Advisers

iain patefield

5/5

I had a great experience with Rob Hoey from SJB. I talked to several advisors about managing my UK pension from the US, and he was the most open and helpful, giving me very useful additional advice outside of my specific request even before any contract was in place, and genuinely having my best interests at heart.

Bill McNinch

5/5

I just conducted an annual financial Review with Jake Barber representing SJB. Jake is immensely knowledgeable on the holistic investment and retirement process. He can piece together the components into a very robust and tax efficient plan. He is also extremely honest and candid about subjects he might not be most familiar with. Jake is a truly consummate professional and I would strongly recommend talking with him.

Tim Woodrow

5/5

Great experience with Jake @ SJB Black Tower US. The transfer from my prior adviser was seamless. Jakes conducts timely annual reviews and is proactive with information. I feel like my UK pension fund is in safe hands.

Rupert Allan

5/5

My wife and I have worked with Rob Hoey for over a year now. We have gone through the slow painstaking task of moving three UK plans to a SIPP and Rob has guided us through each step, patiently and clearly explaining the reason behind every step and preparing the necessary paperwork. He has also worked continually on our behalf with the three companies who had managed my pensions who were always slow to do what was needed until Rob prodded them back into action. In addition Rob spent a lot of time with us looking at our retirement plans and assets and put together a lot of reports on how our desired lifestyle could be reached if we put in place the appropriate planning . I would wholeheartedly recommend Rob Hoey to anyone considering going on the same journey that we have just gone through.

Tim B

5/5

SJB and Jake Barber in particular have provided thoroughly professional, approachable and knowledgeable advisory services over the last several years. As a British expat in the US I would thoroughly recommend their services.