Sobrinski Financial Services is proud to bring a second generation on board to continue the tradition of the highest standards of integrity and professionalism to trusted financial asset management and retirement planning. We help you execute a sound financial program utilizing the following products and services.
Providing Financial Services in the Following Areas
- 401K Rollovers
- Investment Management
- Retirement Income Strategies
- SERS & TIAA-CREF Pension Analysis
- Insurance and Annuity Products
- Long-Term Care Insurance
- PSERS Pension Option Analysis
- Tax-Favored Investments
1984
John A. Sobrinski Sr. joins John Hancock as a Financial Advisor and is named Leading New Representative
1986
John A. Sobrinski, Sr. qualifies for John Hancock’s President’s Honor Club
1996
John A. Sobrinski, Sr. qualifies for John Hancock’s Pinnacle Club for Investments Sales Leaders
1998
John A. Sobrinski, Sr. qualifies for John Hancock’s Pinnacle Club for Investments Sales Leaders
2000
John A. Sobrinski, Sr. qualifies for John Hancock’s Pinnacle Club for Investments Sales Leaders
2000
John A. Sobrinski, Sr. establishes Sobrinski Financial Services
2002
John A. Sobrinski, Sr. qualifies for John Hancock’s Pinnacle Club for Investments Sales Leaders for the 6th and final time
2004
John A. Sobrinski Sr. earns his ChFC and CLU from the American College
2006
John A. Sobrinski, Sr. joins Triad Advisors Inc. as an Independent Financial Advisor
2011
John A. Sobrinski, Sr. earns his CASL® from the American College
2014
John A. Sobrinski, Jr. joins the practice as a Financial Advisor and Director of Marketing
2015
John A. Sobrinski, Jr. earns Series 7, Series 6, Series 65, Series 63, Series 24 and Pennsylvania Insurance Licenses
2015
Sobrinski Financial Services is established as an LLC
2016
John A. Sobrinski Sr. earns his RICP from the American College
2016
John A. Sobrinski Jr. earns his RICP from the American College
2016
Sobrinski Financial Services attends Triad Advisors Chairman’s Club conference in Laguna Beach, CA
2016
Sobrinski Financial Services opens first retail office location in Sciota, PA
2017
Sobrinski Financial Services establishes LLC
2017
Sobrinski Financial Services, LLC qualifies for Triad’s Chairmans Club in Colorado Springs, CO *
2018
Sobrinski Financial Services, LLC qualifies for Triad’s Chairmans Club in Sonoma, CA *
2019
Sobrinski Financial Services, LLC qualifies for Triad’s Chairmans Club in Marana, AZ *
2020
Sobrinski Financial Services, LLC qualifies for Triad’s Chairmans Club in Palm Springs, CA *
2020
Sobrinski Financial Services, LLC joins Cadaret, Grant & Co., Inc.
2020
Sobrinski Financial Services, LLC qualifies for Cadaret, Grant & Co. Top Advisor Conference *
2021
Sobrinski Financial Services, LLC qualifies for Cadaret, Grant & Co. Top Advisor Conference *
2022
Sobrinski Financial Services, LLC Opens second retail office location in Bethlehem, PA
2022
Sobrinski Financial Services, LLC qualifies for Cadaret, Grant & Co. Top Advisor Conference *
2022
Sobrinski Financial Services, LLC future updates coming soon
2023
Sobrinski Financial Services, LLC future updates coming soon
2023
Sobrinski Financial Services, LLC future updates coming soon