Sr Financial Services, Inc.

Sr Financial Services, Inc. (CRD# 121298) is a financial advisory firm headquartered in , . They manage $32,748,000 in 239 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $137,021
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, PA

Financial Advisors at Sr Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Steven Rzucidlo
CRD#: 4555967
Seven Hills, OH
93
Wealthminder
score

Steven Rzucidlo (CRD# 4555967) is an Investment Advisor Representative working at Sr Financial Services, Inc. in Seven Hills, OH and has over 7 years of experience in the finance industry.

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