SM Financial & Consulting, LLC

SM Financial & Consulting, LLC Sergio Melgar founded SM Financial in 1999 and has spent the last 20 years providing excellent Tax Preparation and Financial Advice services.

Our long-term mission and desire is to assist and equip individuals, families and small businesses in financial related areas with a specialty in Tax Returns. We firmly believe that in order to achieve financial soundness for our clients, we must provide not only excellence of service but also a personal relationship that is based on integrity and trust.

Feeling grateful 🙏
04/19/2026

Feeling grateful 🙏

We survived another tax season and even though it was a tough one
I could not be more grateful for my team that could only come from heaven. I call them my 3 angels
Or Sergio’s angels.😇 😉🙌
Audreanna Christine Heather Gilchrist Jane Kim.
Also thank you to our other team members David Luna, Taylor Sikora and Jack Jack for helping us make it to the finish line.
Could not have done it without them but most importantly without God’s supernatural strength🙏

We survived another tax season and even though it was a tough one I could not be more grateful for my team that could on...
04/19/2026

We survived another tax season and even though it was a tough one
I could not be more grateful for my team that could only come from heaven. I call them my 3 angels
Or Sergio’s angels.😇 😉🙌
Audreanna Christine Heather Gilchrist Jane Kim.
Also thank you to our other team members David Luna, Taylor Sikora and Jack Jack for helping us make it to the finish line.
Could not have done it without them but most importantly without God’s supernatural strength🙏

Happy 2026!New Year = New Strategies to help our clients with more Tax Advisory & Planning Services. Meet our Colleague ...
01/14/2026

Happy 2026!

New Year = New Strategies to help our clients with more Tax Advisory & Planning Services.
Meet our Colleague Hector Flores
From Modern Woodmen.

Planning Products include:

Life Insurance
Investments & Retirement:
Traditional or Roth IRA’s
401k’s
Brokerage accts and mutual funds
Annuities
Sep or Simple IRA’s
And more…

Let’s save more on Taxes and
Plan for a better financial future.

Abundant Blessings

We lov ya,

Sergio

Address

12000 Ford Road Suite A419
Farmers Branch, TX
75234

Website

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