Joseph P Lombardi - Private Wealth Advisor, Ameriprise Financial Services, LLC

Joseph P Lombardi - Private Wealth Advisor, Ameriprise Financial Services, LLC
800 Westchester Ave, Ste 508
Rye Brook, NY 10573
M-F 9am-5pm, Sa-Su Closed

Monday: 
9:00 am – 5:00 pm
Tuesday: 
9:00 am – 5:00 pm
Wednesday: 
9:00 am – 5:00 pm
Thursday: 
9:00 am – 5:00 pm
Friday: 
9:00 am – 5:00 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, Joseph P Lombardi 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

Retirement Planning Strategies
Retirement Income Strategies
Intergenerational Planning
Estate Planning Strategies
Business Retirement Plans
Family Finances
Retirement Plan Distribution
Executive Compensation and Benefit Strategies
Employee Stock Options
Tax Planning Strategies
Wealth Preservation Strategies
Saving for Education
Investments

Services

Retirement Planning Strategies
Estate Planning Strategies
Domestic Partner Planning