Edward Jones - Financial Advisor: Lizzie Hamaker

SERIO Financial Services is a locally owned company providing mutual fund, annuities, life insurance and individual as well as group retirement plans. Philip Serio has been licensed in the financial services industry since 1996. He is a Registered Representative with LPL Financial SERIO Financial Services works with you, the investor, to create an investment portfolio designed to anticipate your future needs based on your current goals and ability. It is a coordinated and continuous strategy that must be reviewed and updated annually. It is important for you to also compliment this process by working with your accounting and legal advisors for a program that is relative to these family and personal goals.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy