Edward Jones - Financial Advisor: Lora C Slack, CFP®

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.

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.