Broker Check

Jeffrey Wilcock

(480) 967-1155

(480) 967-1152

Jeff Wilcock is a Registered Financial Consultant with over 30 years of experience and is the Co-Founder of Seros Financial. He advocates, living your retirement by design, not by default...

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Ashlee Merkley


Ashlee Merkley is a member of the Advisory Team at Seros Financial. As a service advisor, she works in tandem with the Service Team to support our clients...

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Bill Kelso


We wish Bill well on his adventures in retirement...

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