Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC

Welcome to Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC

Located at 184 Front Street, Owego, New York, Paul J Miosi offers expert financial advisory services tailored to meet the diverse needs of individuals, retirees, small business owners, and families. Our commitment to excellence is backed by a robust portfolio of certifications and designations, ensuring our clients receive top-tier financial guidance.

Our Expertise:

1. Asset Management and Allocation: With the AAMS™ and AWMA℠ certifications, we provide advanced knowledge in asset management, offering strategies that incorporate real-world applications for a variety of clients, from retirees to high-net-worth individuals.

2. Domestic Partnership and Estate Planning: As an ADPA™ and AEP® certified advisor, we specialize in wealth transfers, federal taxation, and comprehensive estate planning, ensuring your legacy is secure and your financial future is well-managed.

3. Fiduciary Practices: Holding the AIF® designation, we adhere to a strict code of ethics, providing you with fiduciary practices that ensure your financial interests are prioritized.

4. Portfolio Management and Investment Strategies: Our APMA™ and CFA® credentials equip us with the expertise to manage diverse investment portfolios, applying modern portfolio theory and investor psychology to maximize your returns.

5. Retirement and Special Needs Planning: With certifications such as CASL® and ChSNC®, we offer specialized advice for seniors planning for retirement and families with special needs, ensuring personalized and effective financial strategies.

6. Philanthropy and Community Engagement: The CAP® designation allows us to guide clients in advancing their philanthropic goals, aligning financial strategies with personal and societal aspirations.

7. Divorce and Exit Planning: As a Certified Divorce Financial Analyst and CEPA® holder, we navigate the complexities of financial planning during divorce and business exit strategies, maximizing value and ensuring smooth transitions.

8. Comprehensive Financial Planning: Our CFP® and ChFC® designations represent the pinnacle of personal financial planning, covering a broad spectrum of topics from investment and tax planning to retirement and estate planning.

At Paul J Miosi - Financial Advisor, we are dedicated to providing personalized financial solutions that align with your goals and aspirations. With a wealth of knowledge and a commitment to ethical practice, we are here to guide you through every financial decision with confidence and clarity.

Visit us at our Owego location or contact us to schedule a consultation. Let us help you achieve financial peace of mind with expert advice and a personalized approach.