Welcome to Ornelas Financial Services, Inc.

We specialize in financial planning for retirees and those about to retire. We are here to provide you with the information to help you make the right decisions. We help our clients avoid mistakes that can drain their retirement savings.

Our goal is to take the mystery out of investing, preparing for retirement, managing risk and preserving your wealth.
Let us educate you about your alternatives and assist you in implementing the appropriate solutions so you can make the right decisions and get a good night’s sleep every night!

Our Services

As your insurance broker, it’s our job to find you the best policy at the best price. Through our deep knowledge of the industry and extensive carrier relationships, we’re able to deliver quality products that meet the specific needs of our clients. Whether you’re in the market for an individual health insurance policy, life insurance or a group benefits package for your employees, we have a solution for you. Please give us a call today and we’d be honored to assist you with your insurance needs.

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Services & Products

As your insurance broker, it’s our job to find you the best policy at the best price. Through our deep knowledge of the industry and extensive carrier relationships, we’re able to deliver quality products that meet the specific needs of our clients.
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Our Company

Originally established in Chicago, JS Sherman and Associates was founded and formed by Jeffrey S. Sherman, CLU. We have proudly been a South Florida business since 1975.
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Health Care Reform

The landscape of the health insurance industry has seen dramatic changes as a result of the Affordable Care Act being signed into law on March 23rd, 2010. Since then, we’ve seen several changes that affect your coverage, benefits and eligibility.
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