Helping you live your best life.

Working with successful business owners and professionals is incredibly challenging and rewarding in that their success leaves them little time to become experts in fulfilling their financial security needs. These individuals/families count on me to be their Financial Advisor and to use my four decades of experience with Northwestern Mutual to fill this void that is so crucial to the future of their families and the businesses they love.

Over the last decade, I've been able to help my clients manage their assets and build wealth through my 15 year partnership with Merrill Gagne, Wealth Management Advisor for the Northwestern Mutual Wealth Management Company right here in my Greenfield office. Merrill gives my clients access to first class wealth management services. His expertise is in retirement income planning and goal related asset management. Every portfolio he builds is unique to the clients goals, moral and ethnical values, and risk tolerance. Going through this process with Merrill truly allows my clients to feel empowered to accomplish their goals.

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About Jim Seretta

Jim Seretta and his team of network specialists center their philosophy around building relationships based on trust, honesty and integrity. Jim is the "quarterback" of the team that listens to each client describe their future vision, values and needs for both their family and businesses. Jim then helps his clients design financial solutions to fit their needs, and works with the client to help implement all phases of their vision. Jim stays in touch, and as their situation changes, makes modifications that help to ensure they meet their goals. 

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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