About
At Serviico, we pride ourselves on our personalized approach to financial planning and management. We understand that every client has unique needs and goals, and we work closely with each of our clients to understand their specific situation and develop a customized plan to help them achieve their financial objectives. Whether you’re an individual, a small business owner, or a corporation, our team of experts is here to help you navigate the complex world of finance and reach your goals.
About Us
Serviico is a financial service provider that offers a wide range of services such as private mortgage, insurance, private real estate, tax planning, business consulting, marketing, business grants, and personal and business loans. They offer a personalized approach to financial planning and management, working closely with their clients to understand their specific needs and develop a customized plan to help them achieve their financial objectives. They pride themselves on their expertise, comprehensive services, flexibility, customer service, and affordable pricing. They have a reputation for being trustworthy and have a proven track record of helping their clients achieve their financial goals.
Private Mortgage: We provide our clients with the option of obtaining a mortgage through private lending sources.
Insurance: We offer a variety of insurance options to protect our clients’ assets and financial well-being.
Private Real Estate: We assist our clients in buying and selling properties through private real estate transactions.
Tax Planning and Preparation: Our team of experts provides tax planning and preparation services to help our clients minimize their tax liability.
Business Consulting: We offer consulting services to help small and medium-sized businesses grow and succeed.
Marketing: We help businesses develop and implement effective marketing strategies to increase their visibility and reach.
Business Grants: We assist businesses in identifying and applying for government and private grants to help them grow and thrive.
Personal and Business Loans: We provide loans to individuals and businesses to help them achieve their financial goals.