
Simon Serraemail
Professional Story
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
Education
Western New England University
Community Involvement
Our Lady of Fatima Parish, Ludlow MA
Languages: English, Portuguese
Specialties:Insurance Strategies, Business Owners, LGBTQ, Military, Special Needs, Investment Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Financial Planning, Student Loan Refinancing
Check the background of this investment professional on FINRA's BrokerCheck