Trustee Financial Services

Ser Financial, a Primerica representative firm based in Houston, TX, specializes in providing tailored financial solutions aimed at helping families achieve a secure financial future. With over 48 years of experience, the company focuses on educating clients on essential financial principles, including debt elimination strategies, term life insurance, and investment options. The firm employs licensed representatives who come from diverse backgrounds, ensuring they understand the unique needs of middle-income families. By offering personalized financial needs analyses and continuous support, Ser Financial empowers clients to navigate their financial journeys towards independence and success. Generated from the website

Primerica is one of the largest financial services marketing companies in North America. It sells an array of financial products and services from some of the world's more recognizable companies. The firm offers a range of products, such as term life insurance, debt consolidation loans and Primerica debt watchers, to name a few. Additionally, the financial company provides other services, including mutual fund investments, auto/homeowners insurance, variable annuities, long-term care insurance and pre-paid legal services. Primerica is an accredited firm by Better Business Bureau (BBB).

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Houston, TX area, David Hergert will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.