Investments in Pleasantville, New York - ViewLocate

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Ann Herrero - Ameriprise Financial Services, Inc. photos

Ann Herrero - Ameriprise Financial Services, Inc., Pleasantville

Pleasantville / New York / United States

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When a marriage ends in divorce, financial concerns are often top of mind. I help my clients feel more secure about their future by helping them make sound decisions that address their immediate and long-term financial needs and goals. Using our exclusive Confident Retirement approach and with experience in pre- and post-divorce planning, I help my clients feel the peace of mind that having a plan can bring so they can move forward confidently and optimistically. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Wells Fargo Bank photos

Wells Fargo Bank, Pleasantville

Pleasantville / New York / United States

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Wells Fargo and Company (NYSE: WFC) is a nationwide, diversified financial services company with 1.6 trillion dollars in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,700 locations, more than 12,500 ATMs, online, wellsfargo.com, and mobile devices. Were headquartered in San Francisco, but were decentralized so every local Wells Fargo store is a headquarters for satisfying all our customers financial needs and helping them succeed financially. We do business with one in three U.S. households. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. At the end of third quarter 2014, Wells Fargo ranked fourth in assets among U.S. banks and was the worlds most valuable bank by market capitalization. In 2013, Euromoney named Wells Fargo "Best Bank in its Global Awards for Excellence, the first time a U.S.-based bank has won the top award. The Chronicle of Philanthropy ranked Wells Fargos corporate giving in the top two among all U.S. companies each of the past two years. Our vision: We want to satisfy all our customers financial needs and help them succeed financially.

Eric P Nachman - Ameriprise Financial Services, Inc. photos

Eric P Nachman - Ameriprise Financial Services, Inc., Pleasantville

Pleasantville / 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.

Darrel Upson - Ameriprise Financial Services, Inc. photos

Darrel Upson - Ameriprise Financial Services, Inc., Pleasantville

Pleasantville / New York / United States

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Personalized advice to help you achieve your goals I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I take the time to understand whats truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings ” both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Jared D Lynne - Ameriprise Financial Services, Inc. photos

Jared D Lynne - Ameriprise Financial Services, Inc., Pleasantville

Pleasantville / 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.

Edward Jones - Financial Advisor: Baishi Wang photos

Edward Jones - Financial Advisor: Baishi Wang, Pleasantville

Pleasantville / New York / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Kevin Degabriel-Ameriprise photos

Kevin Degabriel-Ameriprise, Pleasantville

Pleasantville / New York / United States

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Investments

The advisor listed is an Ameriprise financial advisor in Pleasantville. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Are you looking for ways to reach your financial goals in todays volatile market? Whether youre saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. Thats where I can help. Ill take the time to listen to you and understand your goals and dreams. Ill help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in todays uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

Frank Starace-Ameriprise Fncl photos

Frank Starace-Ameriprise Fncl, Pleasantville

Pleasantville / New York / United States

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Investments

Andrew Buscetto - Ameriprise Financial Services, Inc. photos

Andrew Buscetto - Ameriprise Financial Services, Inc., Pleasantville

Pleasantville / 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.

Maria L Blessing - Ameriprise Financial Services, Inc. photos

Maria L Blessing - Ameriprise Financial Services, Inc., Pleasantville

Pleasantville / New York / United States

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The advisor listed is an Ameriprise financial advisor in Pleasantville. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident RetirementÂ® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.

BNY Mellon photos

BNY Mellon, Pleasantville

Pleasantville / New York / United States

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Investments

Tompkins Mahopac Bank photos

Tompkins Mahopac Bank, Pleasantville

Pleasantville / New York / United States

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Darrel Upson - Ameriprise Financial Services, Inc. photos

Darrel Upson - Ameriprise Financial Services, Inc., Pleasantville

Pleasantville / New York / United States

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Personalized advice to help you achieve your goals I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I take the time to understand whats truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings ” both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

JDL Private Wealth - Ameriprise Financial Services, Inc. photos

JDL Private Wealth - Ameriprise Financial Services, Inc., Pleasantville

Pleasantville / New York / United States

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We care about whats important to youYour financial goals are unique, and we can help you achieve them. We 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 we 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.

Hudson Peak Wealth Advisors - Ameriprise Financial Services, Inc. photos

Hudson Peak Wealth Advisors - Ameriprise Financial Services, Inc., Pleasantville

Pleasantville / 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.

Seven Bridges Wealth Advisors - Ameriprise Financial Services photos

Seven Bridges Wealth Advisors - Ameriprise Financial Services, Pleasantville

Pleasantville / New York / United States

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The advisor listed is an Ameriprise financial advisor in Pleasantville. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

Benenson Capital photos

Benenson Capital, Pleasantville

Pleasantville / New York / United States

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Investments

Edward Jones - Financial Advisor: Nicholas M Colombo photos

Edward Jones - Financial Advisor: Nicholas M Colombo, Pleasantville

Pleasantville / New York / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.