Serratelli Financial Group

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

528 Maple St, Bethlehem, Pennsylvania, 1...

Phone Number

(610) 419-8670

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Serratelli Financial Group

Serratelli Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, is dedicated to providing personalized financial advice to clients in the Bethlehem, PA area. The firm focuses on helping clients achieve their financial goals through tailored investment strategies, regular progress reviews, and accessible digital tools. With a commitment to understanding individual priorities, they offer one-on-one consultations and ongoing support. Their services cater to a diverse clientele, including those planning for retirement, education, or significant purchases.Explore more
Serratelli Financial Group's Social MediaPopular SearchesSerratelli Financial GroupRobertson Serratelli FinancialSerratelli Financial Group LLCRobertson/ Serratelli Financial Group LLCSerratelliSIC Code 62,628NAICS Code 52,523Show more

Serratelli Financial Group Org Chart

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Financial Advisor & Vice President

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Managing Partner

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Financial Services Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Serratelli Financial Grou...

<$5M
1-10
Private
-
2005
CG
Conor GumFinancial Advisor & Vice President
<$5M
1-10
Private
<$5M
1991
DB
Dana BaldridgeManager, Wealth & Vice President, Operations
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2017
AG
Adam GoodLpl Financial Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
-
JS
Janette ShelleyManager, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Serratelli Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Serratelli Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Serratelli Financial Group.

Serratelli Financial Group Tech Stack

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Frequently Asked Questions Regarding Serratelli Financial Group

What is Serratelli Financial Group's official website?
Serratelli Financial Group's official website is www.sfgpa.com
What is Serratelli Financial Group's Revenue?
Serratelli Financial Group's revenue is <$5 Million
What is Serratelli Financial Group's SIC code?
Serratelli Financial Group's SIC: 62,628
What is Serratelli Financial Group's NAICS code?
Serratelli Financial Group's NAICS: 52,523
How many employees does Serratelli Financial Group have?
Serratelli Financial Group has 1-10 employees
What industry does Serratelli Financial Group belong to?
Serratelli Financial Group is in the industry of: Finance, Securities Trading
What is Serratelli Financial Group competition?
Serratelli Financial Group top competitors include: Copper Canyon Wealth Management, GoodWealth Financial Partners, Maclean Wealth Planning, JK Jones Financial Network
What technology does Serratelli Financial Group use?
Some of the popular technologies that Serratelli Financial Group uses are: GoDaddy DNS, Amazon Web Hosting, Cisco Email Security
How do I contact Serratelli Financial Group?
Serratelli Financial Group contact info: Phone number: (610) 419-8670 Website: www.sfgpa.com
What does Serratelli Financial Group do?

Serratelli Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, is dedicated to providing personalized financial advice to clients in the Bethlehem, PA area. The firm focuses on helping clients achieve their financial goals through tailored investment strategies, regular progress reviews, and accessible digital tool... s. With a commitment to understanding individual priorities, they offer one-on-one consultations and ongoing support. Their services cater to a diverse clientele, including those planning for retirement, education, or significant purchases.Read More

What are Serratelli Financial Group social media links?
Serratelli Financial Group Linkedin page
Is Serratelli Financial Group a public company?
Serratelli Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Serratelli Financial Group

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