James Serafin

Financial Associate

State(s) Licensed:   MD, PA

Phone 717-433-5553
Address

305 Spring Hill Lane
Lebanon, PA 17042

James Serafin

State(s) Licensed:   MD, PA

Proud to serve my home community of Lebanon County

Values. Goals. Dreams.


Helping you achieve financial clarity is my goal. I will meet you where you currently are in your financial journey and help you achieve your goals.


  • Personalized retirement planning and advice
  • Investment strategies to meet your goals
  • Strengthening your financial position
  • Protecting against setbacks with insurance


Let’s pursue your lifelong dreams together. I look forward working with you!

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Lebanon Office

Phone:
717-433-5553

Hours

M – F: 9 a.m. – 5 p.m.

Lebanon Office

Hours

M – F: 9 a.m. – 5 p.m.