Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Staff Profiles

Mr. Sergio Melgar, founder of SM Financial and Consulting LLC, has a long-term mission and desire to assist and equip families and small business in financial related areas.  He firmly believes that in order to achieve financial soundness for his clients, he must provide not only excellence of service but also a personal relationship that is based on integrity and trust. He founded the company in 1999.