James Anthony Serratelli is a Financial Advisor affiliated with Ameriprise Financial Services, LLC, a reputable firm with decades of experience in helping clients reach their financial goals. Based in Bethlehem, PA, Jim Serratelli provides personalized financial planning services centered around each client’s individual needs and long-term objectives. As part of the Ameriprise network, he leverages robust tools and research to offer objective guidance on investments, retirement planning, and wealth management.

James focuses on a client-first philosophy, emphasizing trust, transparency, and tailored advice. He works with individuals and families to build, manage, and protect their wealth, drawing on Ameriprise’s extensive resources and planning tools. His practice is built on long-standing relationships and ongoing support as life circumstances and financial goals evolve. With a strong reputation in the local community, he is committed to helping clients stay confident and on track through changing financial markets. Through thoughtful planning and continuous review, Jim empowers clients to make informed decisions about their financial futures.

Website: https://www.ameripriseadvisors.com/Jim.Serratelli/?cid=IP_local_google

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment management and advice
– Wealth preservation and estate planning
– Education funding strategies
– Insurance planning and risk management
– Tax-efficient investment strategies
– Personalized goal tracking and financial reviews