Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC
1673 County Road 39, Southampton, New York 11968
About the Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC, where we are committed to providing exceptional financial advisory services tailored to your unique needs. Located at 1673 County Road 39, Southampton, New York, our team is dedicated to helping you achieve your financial goals with confidence and clarity.
Our expertise is backed by a range of prestigious certifications, ensuring that we deliver the highest standard of financial planning and advice. Our advisor holds the AAMS™ (Accredited Asset Management Specialist™) certification, which emphasizes a strong ethical foundation and proficiency in asset management, investment strategies, estate planning, and more. We also offer specialized services for domestic partners, retirees, and small business owners, thanks to our ADPA™ (Accredited Domestic Partnership Advisor™) and AWMA℠ (Accredited Wealth Management Advisor℠) designations.
At Rocco A Carriero, we understand the complexities of financial planning and are equipped to address your diverse needs, from investment portfolio management to estate planning and retirement strategies. Our AIF® (Accredited Investment Fiduciary®) designation ensures that we adhere to the highest fiduciary standards, providing you with trustworthy and reliable advice.
Whether you're planning for retirement, managing wealth transfers, or exploring investment opportunities, our comprehensive approach and extensive knowledge base, including the CFP® (CERTIFIED FINANCIAL PLANNER™) and CFA® (Chartered Financial Analyst®) credentials, enable us to craft personalized strategies that align with your financial aspirations.
Visit us in Southampton, New York, and discover how Rocco A Carriero and the Ameriprise Financial Services team can empower you to make informed decisions for a secure financial future. Your goals are our priority, and we are here to guide you every step of the way.
Photos of Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC
1673 County Road 39, Southampton, New York 11968, United States
Opening hours of Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC
"We have used them for more than 10 years and are pleased with them."
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