Office of Sergio A. Rojas, CFP (Equitable Advisors)

Great customer service. Mr. Rojas is very knowledgeable and explained all options available for my retirement. I highly recommend his services. When I decide to retire, hell be the one I will be calling.
Nov 2nd, 2023

To begin, I went with Mr.Rojas since I was actively seeking a CERTIFIED planner. I wanted someone to guide me with my goals and finances, who was credible and seeked the clients best interest simultaneously. Upon my research I stumbled onto his profile, I can gladly say he lives up to what the reviews state of him. He has been professional and I can say he assisted me with all my inquires.
Aug 5th, 2023

I highly recommend Mr. Sergio Rojas for his exceptional financial advice. Mr. Rojas took the time to understand my specific goals and provided personalized strategies tailored to my needs. His patience and clear explanations helped me understand complex financial concepts for me to make an informed decision. Thanks to his guidance, I can now see a clear path ahead in my financial situation. I am grateful for Mr. Rojas' assistance and will continue to seek has advice again in the future.
Aug 3rd, 2023

Sergio is an extremely respectful and knowledgeable young man. He always makes me feel I am in good financial hands. Our meetings are productive and well explained. I highly recommend having Sergio as a financial advisor. Thank you so much.
Jul 22nd, 2023

I went in to speak to Mr. Rojas about my financial goals. He was extremely knowledgeable and thorough with the information we discussed. He gave me insight and direction to reach my financial goals, and he was able to explain all aspects of the proper steps that need to be in place to reach my goals. I highly recommend Mr. Rojas. Thank you again, Mr. Rojas for sharing your insight, knowledge and expertise.
Jun 13th, 2023