Serenity Investment Advisors

EST. AUM
$513,621,644

CONTACTS
2

CLIENT ACCOUNTS
1,109

Firm Details

Metro area Chicago
CRD Number 307924
Website serenitywm.com
Client types

Overview

As a CFP© professional, Serenity Investment Advisors wants to help clients develop, implement, and monitor a strategy that’s designed to address their individual goals. They understand the challenges families face today. From managing debt to saving for college and retirement, these personal finance challenges can be overwhelming and often confusing. Their commitment is to utilize all of their resources as Financial Advisors to help clients achieve their goals. Serenity Investment Advisors believes in thinking “out of the box” and is not afraid to challenge conventional wisdom in its approach to investing and preserving wealth. Their team of fiduciary financial advisors spends all of its energy, commitment, and efforts focused on the client and their satisfaction.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Serenity Investment Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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