William Sergio Email & Phone Number

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.I am licensed to sell insurance in the states of Ohio, Michigan, Florida, and Connecticut.I am registered to sell securities in the states of Ohio, Michigan, Connecticut, and Indiana.I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 5455 Rings Road, Suite 125. Dublin OH. 43017. (614) 790 - 9800