Elaina C. Serotte, CAS, CFS




About Elaina

Specializing in Financial Designs and Services, Elaina Serotte is one of the top financial advisors at MassMutual Financial Group. She has built her practice through strategic planning, processing and client gratification, which has lead to her success of a referral only business.

Questions Elaina commonly hears and helps find answers to:
   • Am I on track for retirement?
   • How will I pay for the rising cost of college?
   • How can I save more?
   • Are my portfolios properly allocated?

People come to her to help guide them and to ensure they stay on track. They are looking for the appropriate resources and strategies that cater to their everyday lives and futures. Not only does she lift the burden off and give clients peace of mind, she has the investment and insurance vehicles that help benefit their current/future situations.





When you are on track financially , it is amazing how everything else just falls into place. Elaina and her team look forward to the opportunity of getting to meet you and offering you and your family the gift of financial success and security.
Contact Elaina


Our Team

Our team structure starts with all ongoing services and new business questions through our Business Manager, Jill Armijo. She has been with our company for many years and has built strong relationships with all our servicing departments. Our departments include but are not limited to:

   • Financial Planning
   • Insurance (Life, Disability, Annuities)
   • Asset Management
   • College Funding
   • Trust Division
   • Long Term Care
   • Pension Planning

With all our resources and department there are no questions we can not answer when it comes to financial planning. Our team works very closely with one another to ensure you are getting the highest quality of service you deserve.
Contact Jill




Getting Started

    

Document Checklist
A complete list of items necessary for an accurate financial plan. This  data, while vital, is only half of your story. It is coupled with a complete understanding you and your family, which we uncover in the Discovery Phase of our process.

     Statement of Needs and Expectations
This allows us to deepen our understanding of what you would like out of your financial planning process, therefore allowing us to further customize your plan and experience.

   





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