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, Cole Real Estate Investment’s Elite Planner designation, Questar Capital’s Platinum Elite Producer designation, and Midland National Life Insurance Company’s Agent of the Year. Jim is currently President and CEO of Serratelli Financial Group (SFG), an integrated financial services firm that shows clients how to employ strategies designed to diversify their assets, address tax liabilities, and maximize benefits.
Jim offers an independent, objective, and disciplined approach to developing your financial plan, including options for implementing legacy planning, philanthropic planning, tax advantaged retirement planning, preservation of wealth, 401k/IRA rollovers and more.
Jim Serratelli is a graduate of Lehigh University where he enjoyed a successful football career and was a member of the Delta Upsilon fraternity. He and his wife, Eileen, reside in Bethlehem with their dogs, Winston, Maizy, and Fudge. Jim and Eileen are the proud parents of Maggie, an Assistant Women’s Basketball Coach at St. Bonaventure University, and Mary Kate, an Associate Attorney with Florio, Perrucci, Steinhardt & Fader. In his free time, Jim enjoys football, basketball, and playing golf.