about us
Your Neighborhood Advisor
Brian Segro President/CEO
We provide personalized financial guidance that puts your goals first. With years of experience and a deep understanding of what matters to families, business owners, and retirees, Segro Financial Services delivers honest advice and simple strategies to help you protect your future with confidence.
Meet Brian
Brian Segro founded Segro Financial Services with a clear mission: to offer dependable, honest financial guidance to the families and individuals in the community he proudly serves. His journey began in his father’s insurance agency, where he learned early on that financial planning is about more than money it’s about protecting the people and futures that matter most. Those lessons still shape his approach today.
As the sole advisor and operator of Segro Financial Services, Brian works directly with every client, building real relationships through transparency, patience, and care. He understands the concerns of working-class families, teachers, business owners, retirees, and public employees because he’s part of the same community. Based in Mahwah, NJ, Brian serves clients throughout Bergen County and the tri-state area—not as a salesperson, but as a trusted neighbor who’s always ready to help.
Outside the office, Brian enjoys time with his wife and children and is often found on the sidelines supporting his kids’ sports teams. Just like the families he works with, Brian values connection, commitment, and showing up when it matters. That’s what Segro Financial Services is all about—being a steady, reliable presence in people’s lives and helping them move forward with confidence.