Founded in 1990 by Eric Serafini, Serafini Financial Group is an independent financial advisory firm that operates on a fee-only basis, legally bound to a fiduciary standard. This means they are obligated to act in their clients' best interests at all times. The firm specializes in creating customized financial plans that cover retirement planning, investment management, estate planning, and insurance analysis for individuals, families, and business owners, aiming to provide objective advice and long-term financial security.

Founded in

United States