Mark Serrian

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Mark Serrian is a financial consultant based in Pottsville, Pennsylvania, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategies tailored to meet the unique goals and needs of his clients. Mark employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. He primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on growing and protecting their assets.

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