Dennis Serre and his staff at Serre Financial are considered by my clients and my firm
as Professionals who have highly unique expertise in Corporate Financial Planning Business. As an advisor with 30 years experience and 5 financial planning designations, I consider Serre Financial to be my Trusted Advisor, just as my clients see me as theirs.
Chuck Caruana, CLU, CFP, CH.F.C, RRC
Managing Partner of WSC Insurance Group