Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®

Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® Email and Phone Number

Wealth Management Advisor and Co-Founder of Serviam Financial | Northwestern Mutual @ Serviam Financial
Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®'s Location
Philadelphia, Pennsylvania, United States, United States
Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®'s Contact Details

Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® personal email

Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® phone numbers

About Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®

I am a Wealth Management Advisor with Northwestern Mutual and Co-Founded Serviam Financial. Our goal is to deliver the feel of a boutique wealth management firm with the compliance and backstop of a Fortune 100 Company.Our Mission:To enrich the lives of the families and businesses we serve by helping to ensure that they are financially secure, achieving their objectives, and are able to give back to the communities they live in. Core Values: We deliver on our mission statement by integrating three core values. They are objectivity, transparency, and integrity. Areas of Specialization: Financial Planning, Wealth Management, Life Insurance, Disability Insurance, Nonqualified Deferred Compensation Plans, Business Succession Planning, Keyperson Arrangements, Defined Contribution Plans, Tax Strategies

Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®'s Current Company Details
Serviam Financial

Serviam Financial

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Wealth Management Advisor and Co-Founder of Serviam Financial | Northwestern Mutual
Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® Work Experience Details
  • Serviam Financial
    Wealth Management Advisor | Co-Founder
    Serviam Financial Dec 2020 - Present
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  • Northwestern Mutual
    Wealth Management Advisor
    Northwestern Mutual 2007 - Present
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Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® Education Details

Frequently Asked Questions about Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®

What company does Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® work for?

Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® works for Serviam Financial

What is Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®'s role at the current company?

Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®'s current role is Wealth Management Advisor and Co-Founder of Serviam Financial | Northwestern Mutual.

What is Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®'s email address?

Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®'s email address is me****@****ail.com

What is Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®'s direct phone number?

Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®'s direct phone number is +160951*****

What schools did Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® attend?

Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® attended The American College Of Financial Services, The American College, The American College, The American College, Saint Joseph's University.

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