SERIO Financial Services is a locally owned company in Shreveport, LA, offering mutual funds, annuities, life insurance, and individual/group retirement plans. With over 25 years of experience in the financial services industry, Philip Serio works with investors to create customized investment portfolios tailored to their future needs and current goals.
Specializing in coordinated and continuous investment strategies, SERIO Financial Services emphasizes annual reviews and updates to ensure alignment with clients' evolving financial objectives. By collaborating with accounting and legal advisors, the firm helps individuals and families develop personalized financial plans that reflect their unique circumstances and aspirations.
Generated from the website