Client Spotlight

At St. Joseph Financial Services, we are thankful for our clients. As we continue to grow, we remain focused on providing the same exceptional level of service and attention towards our new clients as we did with our first clients. The map at the right shows a sampling of our growing client base.

Our Lady of Sorrows

St. Anthony Catholic Church

Diocese of Madison

The Evangelical Catholic

Martin Saints Classical High School

School of Sacred Music

The GIVEN Institute

St. Mary’s Catholic Parish

Sts. Simon and Jude Cathedral

The GIVEN Institute

Boston’s Basilica Our Lady Of Perpetual Help

Mission Grammar School

Archdiocese of Detroit

Lansing Catholic High School

Saint Joseph Montessori School

St. Thomas More Academy

Visitation Catholic School

St. Philip Neri School

Northridge Preparatory School

St. Francis De Sales High School

St. Nicholas of Tolentine School

Big Shoulders Fund

St. Genevieve Catholic School

Diocese of Lake Charles

St. Peter Catholic High School

Archdiocese of Denver

St. John Paul the Great Catholic High School

St. John Paul II High School

Saint Teresa of Calcutta Catholic Church

Cristo Rey Jesuit Seattle High School

St. John the Baptist School​

Our Lady of Guadalupe

San Secondo d’Asti Roman Catholic Church

Our Lady of The Snows

St. Christopher Catholic Church

San Gabriel Mission High School

St. Anthony School – San Gabriel

Archdioceses of Los Angeles

Our Lady of Guadalupe Mission

St. Andrew Newman Center

Immaculate Conception Stem Academy

St. John The Evangelist

Saint Joan of Arc

El Señor de la Misericordia

Our Lady of Soledad

St. Justin Catholic School

Saint Mary of the Immaculate Conception Parish

Holy Spirit Parish

Diocese of San Jose

Most Holy Trinity School

Saint Joseph of Cupertino School

Resurrection Catholic School

Saint Simon Parish School

Zoom and select icons to see more information about our clients.

“Our key goal when looking for a financial partner was to find a way to manage school finances outside the Archdiocese internal accounting program, but use an organization that was professional, affordable, and understood our mission. That is where St. Joseph Financial Services came in!”

Kevin Powers, Managing Director, School Finance and Patrons Program,
Big Shoulders Fund:

Read more about SJFS and Big Shoulders Fund

The relationship with SJFS started after Big Shoulders Fund entered into a 10 year agreement with the Archdiocese of Chicago for us to have a strategic partnership and operations of 30 schools, roughly a $70 million investment from our end. It allows us to be more nimble and have a long term view of these schools instead of them being on the brink of closing each year.

St Joseph has been great to work with. The staff is very passionate and mission driven, which is a great connection with my role supporting Catholic schools. I am able to connect with them at any time when necessary, and they are always very quick to respond to questions and concerns. St Joseph is also very proactive and identifying potential areas of concern and bringing it to our attention.

St Joseph has come out to Chicago multiple times to help with onboarding and the transition of our team partnering with their organization. On top of weekly phone calls with their team, I am able to connect with them at any time when necessary very quick to respond to questions and concerns. St Joseph is also very proactive and identifying potential areas of concern and bringing it to our attention.

The leadership at SJFS is very strong and really understands the importance of Catholic schools. It’s nice to work with people who are passionate about catholic education. It’s also amazing to have many of the staff at St Joseph have their children enrolled at Catholic schools – it shows a great alignment and a commitment to the future of Catholic education.

“I love the SJFS solution. With SJFS I am developing as a professional as they have provided guidance in the areas where I needed support.”

Queen of Apostles Principal

“SJFS not only ensured accurate and timely monthly close with high-level financial statements and forecasts, their coaching supported the principals in taking control of their Finance Council meetings by leading critical conversations and making strategic decisions anchored in the stewardship of the school”

Department of Schools, Diocese of San Jose