De Vita & Associates - Ameriprise Financial Services, LLC

De Vita & Associates - Ameriprise Financial Services, LLC

At De Vita & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Jericho, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Specialties

Estate Planning Strategies
Wealth Preservation Strategies
Retirement Plan Distribution
Sustainable and Responsible Investing
Retirement Income Strategies
Social Security Retirement Benefits
Intergenerational Planning
Saving for Education
Charitable Giving
Insurance
Investments
Cash Flow Management Strategies
Executive Compensation and Benefit Strategies
Domestic Partner Planning
Retirement Planning Strategies
Small Business
Business Retirement Plans
Family Finances
Tax Planning Strategies