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, 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 leveraging.
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 and Fudge. Jim and Eileen are the proud parents of Maggie, an entrepreneur focusing on her floral design company, Ornithea House of Flowers, and Mary Kate, a Partner at Cleary, Giacobbe, Alfieri Jacobs, LLC, specializing in local government and labor law and proud grandparents to the beautiful granddaughter Ivy Claire. In his free time, Jim enjoys football, basketball, and most importantly spending time with his family at the Beach.