Our Qualifications

Security Reserve Financial, Inc. was founded as an independent insurance brokerage agency in 1999 by Jack Merbler. Jack has been a CPA in Texas for over 40 years and involved in insurance products and services for over 20 years.

Each of our independent agents has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to sell a variety insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and develop and execute a plan to acheive those goals. 

One of the benefits of working with us is our ability to provide clear, easily understood explanations of insurance products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.