About Us

Why Work With Sergio

You have worked hard your entire career and have diligently saved for your retirement. Now you are worried when you should claim your social security benefits and are confused about what option to choose from your Pension!

You also have IRA's, 401(k)'s, 403(b)'s, mutual funds, and so forth and have no idea how they are supposed to generate an additoinal income stream for the rest of your retirement. You want to know if you can afford to retire but there is just so much to think of! Not to mention, you have not even started looking at your health, dental, vision, life, long-term care, or estate planning!

You do not have to go at it alone! Lucky for you there are CFP® professinoals to guide you with all these decisions.

Sergio has been assisting clients since August of 2008 with many of these decisions. Feel free to give us a call or email for a complimentary consultation. There is ABSOLUTELY no obligation to work with Sergio.

The inital consulation is to address any questions or concerns you may have regarding your financial situation and to see if you're a good fit to work together.  

 

 

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

Link to equitable.com

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