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SBS Financial

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James Schmertmann, Steve Bush, and Shane Swift began working together in 2003 at Merrill Lynch. They soon realized that by each of them sub-specializing in the areas of financial planning, portfolio management and insurance they could work as a team to offer clients a more comprehensive level of service. With that vision in mind, they left Merrill Lynch in 2008 and founded SBS Private Wealth Management. In January, 2020 the firm changed it’s name to SBS Financial.

  • Min project size
    Undisclosed
  • Hourly rate
    Undisclosed
  • Employees
    2 - 9
  • Locations
    Moline, IL
  • Year founded
    Founded 2013

1 Locations

  • Moline , IL

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    Pricing Snapshot

    Min. project size Undisclosed
    Avg. hourly rate Undisclosed
    Rating for cost 4.5 /5

    Most Common Project Size

    > $200,000 based on 1 review
    < $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000
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    Overall Review Rating

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    See all 1 Reviews

    SBS Financial Reviews

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    Financial Advising & Planning for Transportation Firm

    • Business Consulting Financial Advising & Planning
    • $1,000,000 to $9,999,999
    • Feb. 2017 - July 2020
    4.0
    Quality
    4.5
    Schedule
    4.0
    Cost
    4.5
    Willing to Refer
    4.0

    "They deliver quality results."

    May 24, 2022
    Manager, Transportation Firm
    Anonymous
    • Other industries
    • Homestead, Florida
    • 501-1,000 Employees
    • Survey Response

    SBS Financial provides financial advising and planning services for a transportation firm. They help the client reach their goal of growing and expanding the business.

    Showing 1-1 of 1 Reviews

    Locations (1)

    615 35th Avenue Moline, IL, United States 61265

    2 - 5

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