Goal Oriented | Plan Driven | Client Focused
Serviam
Derived from the Latin word to serve, our goal at Serviam Financial is to enrich the lives of the families and businesses we work with through customized comprehensive planning.
Given the complexities we face in today’s world, all successful planning is objectives based and goal driven. Through thoughtful consideration, we help our clients develop a written plan that will serve as their guiding tenet.
Our team is award winning
Harry Mentonis has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you. You can read the 2022 article here.
Forbes Top Financial Security Professionals Best in State List (July 2022), based upon data as of 12/31/2021. Forbes Top Financial Security Professionals list (October 2021), based upon 2020 Data. Research and rankingsprovided by SHOOK Research. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.