About
We provide cutting edge financial products and provide excellent Customer Service. You can go to our website at www.samericfs.com. Our firm is also Bi-Lingual (English/Spanish). Thank you!
I enjoy the fact that I can help so many people. I also enjoy the fact that when their plan is in effect the have a clear path of where they are going and how to get there. That’s my enjoyment!
Highlights
Reviews
Myrna
Frequently asked questions
What is your typical process for working with a new customer?
First initial visit is to get to know our customers and find the need for financial services.
Second visit we show the customers our recommendations for the financial products we believe will benefit them.
Third visit we will implement the product and Taylor these to fit and solve the need of the client.
What education and/or training do you have that relates to your work?
I am a licensed Fianancial Professional. Certified by the State of Florida and Louisiana.
What types of customers have you worked with?
I have worked with many types of clients from all walks of life. We have offered Life Insurance, Equity Indexed products, health, dental, vision, legal plans and many others
What advice would you give a customer looking to hire a pro in your area of expertise?
Always look for someone knowledgeable and sensitive to your needs. Someone that can answer questions and has a plan to meet your financial needs.
What questions should customers think through before talking to pros about their needs?
What do I want my money to do for me?
What plan do I have right now?
Is my plan working?
How much do I need to retire and keep the same quality of life I have right now?