Sergio Ordoñez

Financial Services Representative

New England Financial - Houston
3700 West Sam Houston Parkway South, Ste. 410
Houston, TX 77042

Phone: (713)963-4134
Fax: (713)963-1420
E-mail:

 

BUSINESS PHILOSOPHY
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
 
PRODUCTS AND SERVICES
§          Fixed and Variable Annuities
§          Charitable Giving Strategies
§          Disability Income Insurance
§          Estate Conservation Strategies
§          Education Funding Strategies
§          Health Insurance
§          IRA Consolidation/Rollovers
§          Long-Term Care Insurance
§          Mortgage Protection (through life insurance and disability income insurance)
§          Lump Sum Pension Distribution
§          Medicare Supplement Coverage
§          Pension Payout Alternatives
§          Pension Transfer/Rollovers
§          Mutual Funds
§          Tax Sheltered Annuities, 403(b) Plans
§          Term Insurance
§          Universal Life Insurance
§          Variable Universal Life Insurance
§          Whole Life Insurance
 
QUALIFICATIONS
§         Bachelor of Science in Finance
§         Group1 Insurance (Life and Health and Property and Casualty)
§         Series 6
§         Series 63
 
PERSONAL
§         Lived in Texas for 11 years
§         Married for 1 year
§         Hobbies: Soccer, reading, family, and travel.
§         Fluent in English and Spanish