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An Everything Bagel of Good News

August 30, 2022

These days, an encouraging word can feel like a relief. Here are a few positive stories I’ve noticed lately – like an “everything bagel” sprinkled with good news.I saw a recent report in The Guardian about the...

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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 30 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...

Rachel Birch

Rachel joined Serratelli Financial Group in 2006. Before joining SFG Rachel spent 10 years in the hospitality industry. As our Executive Assistant she plays a vital role in the day to day operations of our firm. Her commitment to...

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...