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 list (July 2023, July 2022, October 2021). Research and ranking provided by SHOOK Research. Based upon data as of December 31 of the previous year. Northwestern Mutual and 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.