(610) 419-8670
Serratelli Financial Group - Bethlehem, PA
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Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

 

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Local Weather

18018

 

Latest Blog Post

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

jim@sfgpa.com

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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.

Contact us today for a confidential, no-obligation consultation. 

... Learn More

 

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...

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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. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. 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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Serratelli Financial Group is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc., a SEC registered investment advisor. Member FINRA/SIPC.
Registered in the following states: Pennsylvania (PA)
Insurance licensed in the following states: Pennsylvania (PA)
Information found on this website is not intended to be a substitute for specific individualized tax advice.  We suggest that you discuss your specific tax issues with a qualified tax advisor.  Neither the named Broker Dealer nor the named Investment Advisor offers tax or legal advice.  

Contact

Serratelli Financial Group
Office: (610) 419-8670
Fax: (610) 419-8669

528 Maple Street
Bethlehem, PA 18018

jim@sfgpa.com

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