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Last updated: 7 months ago
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Financial Planning
,
Investment Services
About Lombardi and Associates - Ameriprise Financial Services, LLC
At Lombardi and 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 unpredict Go to full description...
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M-F 8am-6pm, Sa-Su Closed
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Email address:
Lombardiandassociates@ampf.com
At Lombardi and 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 Rye Brook, 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:
Cash Flow Management Strategies, Retirement Planning Strategies, Investment Management, Saving for Education, Executive Compensation and Benefit Strategies, Business Retirement Plans, Family Finances, Wealth Preservation Strategies, Estate Planning Strategies