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. What about Medicare?

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 insurance, dental insurance, vision insurance, life insurance, long-term care insurance, 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 consultation 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 (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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