About Serafini Team
When we approach financial advising, we do so with a commitment to building lasting relationships, where our experience is complemented by genuine personal care. Our team operates cohesively to provide our clients with consistent, high-quality service. Your lead advisor will coordinate your primary financial strategy, while our entire team remains engaged in delivering comprehensive support. We focus on creating personalized plans that address specific investment needs and coordinate legal, tax, and estate considerations. We are dedicated to growing our client relationships — which often span generations — and delivering exceptional service at every step. Book an introductory meeting to learn more.
Advisory Team
Client Service Team
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Take control of your financial future with a clear, actionable plan. Learn how to set goals, prioritize spending, and build a roadmap to long-term financial success.
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News Room