Meet Our President
Brian Segro
For over two decades, Brian Segro has helped everyday families take control of their financial futures. As the founder of Segro Financial Services, Brian brings a hands-on approach, offering guidance in retirement planning, 401(k) rollovers, life insurance, and long-term financial strategies. With deep roots in the community and a focus on trust, education, and personalized support, Brian’s mission is simple: help families feel confident about their money today and tomorrow.
Discover Our Range Of Services
Explore our comprehensive range of services and find the perfect one for you.
401(k) Rollovers
Helping clients roll over old employer-sponsored retirement accounts into IRAs or other qualified plans to avoid penalties and gain more control.
Fixed Index Annuities
Providing market-linked growth with protection from losses, and the potential for lifetime income clients can’t out live.
Life Insurance Solutions
Offering term life, whole life, and Indexed Universal Life (IUL) policies to protect families and build legacy plans.
College Savings Planning
Structuring financial plans to support long-term educational goals, including 529 plans and other strategies.
Income Planning
Designing income strategies that ensure clients don’t run out of money during retirement.
Estate & Legacy Planning
Supporting families with basic planning strategies to protect assets and pass wealth efficiently.
Market Protection
Helping clients protect their savings from unpredictable market swings through conservative, tailored financial products that prioritize principal preservation.
Health Insurance Planning
We help individuals and small businesses find affordable, personalized health insurance plans—whether through the marketplace or private coverage options.
Medicare Planning
Helping clients evaluate and select Medicare plans based on their healthcare needs and budget.
Who We Help
At Segro Financial Services, we have a heart for our community and a drive to help those in need.
Our Clients
We proudly serve working-class families, teachers, public employees, retirees, and small business owners.
Through our services such as retirement planning, life insurance, Medicare guidance, and financial clarity, we strive to make a positive impact on our clients’ lives.
Our Community
At Segro Financial Services, we’re more than just a financial firm — we’re part of the fabric of the community.
Rooted in Mahwah, NJ, and serving families across Bergen County and the tri-state area, our mission is grounded in the same values that built this region: hard work, loyalty, and looking out for one another.
Whether it’s helping a teacher plan for retirement, guiding a young family through their first life insurance policy, or supporting a local business owner with long-term protection, we’re here—because we live here too.
We believe in relationships over transactions and giving our clients the kind of care and clarity we’d want for our own families.
Why Choose Us
Because your future deserves more than a cookie-cutter plan.
Rooted in Community, Built on Trust
Brian Segro isn’t just your advisor — he’s your neighbor. Raised in his father’s insurance agency and based in Mahwah, NJ, Brian brings a lifetime of values centered around integrity, family, and real relationships.
Straightforward Guidance
We believe in simplifying the complex. Whether it’s retirement planning, life insurance, or Medicare, we give you honest, clear advice — without pressure or jargon.
Focused on Families Like Yours
We proudly serve hardworking families, teachers, public employees, and retirees across Bergen County and the tri-state area. Our approach is personal, not one-size-fits-all.
Hear from our clients
Read what our clients have to say about their experience.
I couldn’t be happier with my retirement plan from Segro Financial Services .
Thanks to Segro Financial Services , I feel confident and secure about my financial future.
I highly recommend Segro Financial Services for anyone looking to plan for their retirement.
Get in Touch
At Segro Financial Services , we are dedicated to helping you plan for your future with confidence and peace of mind. Let us help you secure your future.