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Last updated: 7 months ago
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Financial Planning
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Investment Services
About 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 unpredictabl Go to full description...
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Email address:
vincent.8.devita@ampf.com
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 Stamford, CT 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