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Financial Planners Certified in Port Chester, New York

Pell Wealth Partners - Ameriprise Financial Services, Inc. photos
Pell Wealth Partners - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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At Pell Wealth Partners, we want to know what is truly important to you. Where do you want to go and how do you want to get there? We all cross different milestones on our journey. With your finances in balance, you can feel comfortable knowing you are on the right path to achieving the goals youve set for your family, and yourself. We know that everyones path is different. It is our goal to help our clients invest according to their distinct needs and values. Whether that includes making an impact on the world through socially responsible investing, or other unique strategies such as using a quantitative investment approach to help take the emotion out of the investment process, we are here to help guide you on your distinct path. We look forward to learning what is important to you so we can get started on your journey¦together. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Michael Carter - Ameriprise Financial Services, Inc. photos
Michael Carter - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Christina Tikkanen - Ameriprise Financial Services, Inc. photos
Christina Tikkanen - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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J. Mark English - Ameriprise Financial Services, Inc. photos
J. Mark English - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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The advisor listed is an Ameriprise financial advisor in Rye Brook. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients.Putting clients first; it’s what we do Ameriprise Financial was named a Top Performer among invesent firms in customer ratings on “unbiased and puts my interests first” by Hearts & Wallets1. I’m proud to be associated with a firm that puts clients first because your interests are also my priority. I’m not only in the business of helping you build and protect your wealth; I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.When you have the right financial advisor, life can be brilliant.
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J. Mark English - Ameriprise Financial Services, Inc. photos
J. Mark English - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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The advisor listed is an Ameriprise financial advisor in Rye Brook. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients.Putting clients first; it’s what we do Ameriprise Financial was named a Top Performer among invesent firms in customer ratings on “unbiased and puts my interests first” by Hearts & Wallets1. I’m proud to be associated with a firm that puts clients first because your interests are also my priority. I’m not only in the business of helping you build and protect your wealth; I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.When you have the right financial advisor, life can be brilliant.
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Michael Batas - Ameriprise Financial Services, Inc. photos
Michael Batas - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Daniel Ahearn - Ameriprise Financial Services, Inc. photos
Daniel Ahearn - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Anthony Rizzuto - Ameriprise Financial Services, Inc. photos
Anthony Rizzuto - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. I can work with my clients attorney and CPA to help bring clarity and comfort to it by guiding my clients ” and their families ” through the process. My clients typically have questions about issues like how to preserve their wealth, how to manage their taxes, how to equitably divide their assets among loved ones, and much more. I can help ensure they leave the legacy they want. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Strategies for Wealth photos
Strategies for Wealth, Port Chester
Port Chester / New York / United States
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Strategies for Wealth is a Rye-based financial services firm with offices on Westchester Avenue. To schedule a consultation, call the firm during regular business hours.

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Anthony S Lesica - Ameriprise Financial Services, Inc. photos
Anthony S Lesica - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Scott Ladore - Ameriprise Financial Services, Inc. photos
Scott Ladore - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Joseph P Lombardi - Ameriprise Financial Services, Inc. photos
Joseph P Lombardi - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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The advisor listed is an Ameriprise financial advisor in Rye Brook. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Live life brilliantly.What matters most to you in life? Its a big question. And its one of many questions Ill ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors wont. Why? Because your vision of the future is unique and Im committed to helping you achieve it. Lets start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
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Steven Livingston - Ameriprise Financial Services, Inc. photos
Steven Livingston - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Sheila Spicehandler - Ameriprise Financial Services, Inc. photos
Sheila Spicehandler - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Ziyah Esbenshade - Ameriprise Financial Services, Inc. photos
Ziyah Esbenshade - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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J. Mark English - Ameriprise Financial Services, Inc. photos
J. Mark English - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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The advisor listed is an Ameriprise financial advisor in Rye Brook. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients.Putting clients first; it’s what we do Ameriprise Financial was named a Top Performer among invesent firms in customer ratings on “unbiased and puts my interests first” by Hearts & Wallets1. I’m proud to be associated with a firm that puts clients first because your interests are also my priority. I’m not only in the business of helping you build and protect your wealth; I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.When you have the right financial advisor, life can be brilliant.
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J. Mark English - Ameriprise Financial Services, Inc. photos
J. Mark English - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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The advisor listed is an Ameriprise financial advisor in Rye Brook. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients.Putting clients first; it’s what we do Ameriprise Financial was named a Top Performer among invesent firms in customer ratings on “unbiased and puts my interests first” by Hearts & Wallets1. I’m proud to be associated with a firm that puts clients first because your interests are also my priority. I’m not only in the business of helping you build and protect your wealth; I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.When you have the right financial advisor, life can be brilliant.
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Michael Paulmeno - Ameriprise Financial Services, Inc. photos
Michael Paulmeno - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Lombardi and Associates - Ameriprise Financial Services, Inc. photos
Lombardi and Associates - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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Putting clients first; its what we do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Were proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Geri Pell - Ameriprise Financial Services, Inc. photos
Geri Pell - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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I believe that financial planning should be a healing modality, reestablishing and finding peace in ones relationship with wealth. When done right, working with money should be a stress reducing process that allows clients to feel the sense of peace and calm that comes along with knowing that their finances are in order and they are making well-informed decisions. I believe in the power of Social Impact Investing and the profound effect investing with your values can have on your finances and the world. I take pride in my ability to ask the right questions, listening closely to your answers to make sure you feel confident that the advice I provide best reflects your unique dreams and goals. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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