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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Office:	(610) 419-8670
Fax:	(610) 419-8669

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Experience Matters

At Serratelli Financial Group, our goal is to provide you with strategies for meeting your financial goals, reducing your tax exposure and protecting your assets. Whether you just started your first job or are enjoying retirement, we will show you options that seek to improve your financial health. It’s not enough for you to just reach your financial lifestyle goals, we want you to exceed them.

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Featured Team Member

James A. Serratelli

Jim started his career in finance over 25 years ago and has received numerous awards including Allianz’s A-List designation, the Cole Award for Exceptional Customer Service, Sammons Securities Company’s Circle of Excellence...

George Yasso

George began his career in finance in 2005 and joined the Serratelli Financial Group in 2007. He specializes in helping individuals, families, and business owners with accumulating and preserving wealth, legacy planning, and tax...

Justin Wade

Justin grew up in Suburban Pittsburgh Pennsylvania. He is a graduate of both South Park HS and The University of Pittsburgh. While at the University of Pittsburgh Justin was 4 year letterman for the Panthers football team. Justin...

Conor Gum

Conor joined Serratelli Financial Group in 2016. He specializes in helping individuals and families protect their assets, save money, and address tax liabilities. Conor graduated Lehigh University with a degree in Finance. In his free...

Dayna Plocus

Dayna’s role at SFG is to build strategic alliances, develop client relationships, and promote the SFG name as a leader in strategies for financial wellness. Prior to joining Serratelli Financial Group, Dayna was the Director of...

Jesse Grinnan

Jesse is a 2004 graduate of Lenape High School where he was a 4-year letterman on the wrestling team. After graduating high school, Jesse enlisted in The United States Marine Corps and served his country proudly. Jesse has over 10...