Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC

Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC
800 Westchester Ave, Ste 300
Rye Brook, NY 10573
M-F 9am-5:30pm, Sa-Su Closed

Monday: 
9:00 am – 5:30 pm
Tuesday: 
9:00 am – 5:30 pm
Wednesday: 
9:00 am – 5:30 pm
Thursday: 
9:00 am – 5:30 pm
Friday: 
9:00 am – 5:30 pm
Saturday:  Closed
Sunday:  Closed

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rye Brook, NY area, Geri Pell will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Specialties

Executive Compensation and Benefit Strategies
Sustainable and Responsible Investing
Retirement Planning Strategies
Wealth Preservation Strategies
Family Finances
Women's Financial Strategies
Divorce Financial Planning
Financial Strategies for LGBTQ Couples and Families
Charitable Giving
Intergenerational Planning
Insurance
Estate Planning Strategies
Saving for Education
Small Business

Services

Retirement Planning Strategies
Wealth Preservation Strategies
Women's Financial Strategies