The savvy sisters behind the serendipity

An unexpected, but fortunate, turn of events describes the path our team has taken in building this client-centered practice – and so we named it Serendipity Securities. You probably landed here because you need help or you’re looking for answers.

Well, you can take a deep breath. You’re right where you need to be. You’re right on time.

Our team has 20-plus years of experience and in-depth knowledge to help guide you in making objective decisions about your financial future. We invite you to explore this website, including a Q&A with each team member, to get to know how we do business. (Curious about those unexpected events? Read our blog post titled Why Serendipity?)

If you think we are what you’ve been searching for, give us a call or send us an email to get the conversation started.

A savvy team