Sr Financial Services, Inc.
Sr Financial Services, Inc. (CRD# 121298) is a financial advisory firm headquartered in , . They manage $67,687,000 in 60 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Sr Financial Services, Inc.
By the Numbers
-
Total Assets Under Management68MILLION
-
Total Number of Accounts60ACCOUNTS
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Average Account Value$1,128,117
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, PA
Financial Advisors at Sr Financial Services, Inc.
1
Steven Rzucidlo (CRD# 4555967) is an Investment Advisor Representative working at Sr Financial Services, Inc. in Seven Hills, OH and has over 15 years of experience in the finance industry.
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