Ameriprise financial investment in New Haven, Connecticut

Patrick J Shannon - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 545 Long Wharf Drive, New Haven, Connecticut, United States. The institution offers a wide range of services and certifications to ensure that clients receive expert financial advice and planning. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, Patrick J Shannon is equipped to address the diverse needs of individuals. Additionally, certifications such as the ADPA™ for domestic partnership planning and the AEP® for estate planning showcase the institution's commitment to comprehensive financial services. With a team of professionals holding designations such as CFA, CFP®, and CIMA®, clients can trust that they are receiving advice from highly qualified experts in the field. Whether it's retirement planning, investment management, or tax planning, Patrick J Shannon - Private Wealth Advisor is dedicated to helping clients achieve their financial goals.

Kieran Doherty - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether you need help with retirement planning, investment strategies, or wealth management, Kieran Doherty and his team are dedicated to providing personalized solutions to meet your unique needs. Trust Ameriprise Financial Services, LLC to help you secure a stable financial future.

Peter Goletz, a Financial Advisor at Ameriprise Financial Services, LLC, located at 545 Long Wharf Drive in New Haven, Connecticut, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Peter is well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or military personnel, Peter Goletz has the knowledge and expertise to help you achieve your financial goals. Contact Peter today to schedule a consultation and take the first step towards a secure financial future.

Dean Volain - Financial Advisor, Ameriprise Financial Services, LLC, is a reputable finance institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. Dean Volain is the proud recipient of the 2023 Ameriprise Client Experience Award, showcasing his dedication to providing excellent client service. With a focus on personalized financial advice, Dean takes the time to understand your goals and help you prepare for the future with confidence. Whether you are saving for college, planning for retirement, or looking to make smart investments, Dean can assist you in navigating the expected and unexpected aspects of your financial journey. As a registered investment adviser with Ameriprise Financial Services, LLC, Dean offers investment advisory products and services to help you achieve your financial goals. If you are interested in setting up a complimentary initial consultation to discuss your financial needs, feel free to reach out to Dean Volain today. Additionally, Dean can only conduct securities business with residents of states in which he is properly registered, so be sure to check FINRA's BrokerCheck website for more information. Partner with Dean Volain to take the next step towards a more secure financial future.

Alexander Bijanada is a Financial Advisor at Ameriprise Financial Services, LLC located at 545 Long Wharf Drive, New Haven, Connecticut, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Alexander provides comprehensive financial services to individuals and small business owners. His commitment to ethical practices and continuous education ensures that clients receive the highest level of financial advice and support.

John Hursh is a highly respected financial advisor at Ameriprise Financial Services, LLC, located at 545 Long Wharf Drive in New Haven, Connecticut. With years of experience in the finance industry, John Hursh provides expert guidance and personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or investing for the future, John Hursh is dedicated to helping you make informed decisions and secure your financial future. Contact John Hursh at Ameriprise Financial Services, LLC today to schedule a consultation.

Matt Hurwitz is the Branch Manager at Ameriprise Financial Services, LLC, located at 545 Long Wharf Drive in New Haven, Connecticut, United States. The institution offers a range of financial services and is committed to providing individuals with the expertise needed to navigate the complex world of asset management. Matt Hurwitz holds several certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Matt Hurwitz's dedication to providing clients with the highest level of expertise and service in the field of finance.

Robert Ceccarelli is a Financial Advisor at Ameriprise Financial Services, LLC, located at 545 Long Wharf Drive in New Haven, Connecticut, United States. He holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and more. Robert Ceccarelli is dedicated to providing comprehensive financial planning services to his clients, including individuals, retirees, small business owners, and high net worth clients.

Savona Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 157 Church Street, New Haven, Connecticut, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts, but cannot guarantee future financial results. Ameriprise financial advisors are registered in certain U.S. states only. Clients can access background and qualification information on FINRA's BrokerCheck website. The institution emphasizes the importance of understanding risk tolerance in investing and offers resources to help clients make informed decisions. Privacy and security are a top priority, and users of the site are bound by the terms of Ameriprise Financial Website Rules and Regulations.

Drescott Thompson - Financial Advisor, Ameriprise Financial Services, LLC, located at 545 Long Wharf Drive in New Haven, Connecticut, is a reputable institution offering a wide range of financial services. The team at Drescott Thompson holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also offers specialized certifications in areas such as behavioral finance, philanthropy, annuities, divorce financial analysis, estate planning, exit planning, and more. Clients can trust the advisors at Drescott Thompson to provide personalized and comprehensive financial planning services to help them achieve their financial goals.

PWI Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. The institution has been recognized as a recipient of the Ameriprise Client Experience Award for 2023. They offer personalized financial advice and exceptional client service, providing investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can access their investments and accounts from any device and track their progress towards their financial goals securely. The team at PWI Wealth Partners is dedicated to providing a great experience for their clients every day. They offer complimentary initial consultations to discuss financial planning concepts and personalized recommendations for a diversified portfolio. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. The institution prioritizes privacy and security for their clients and adheres to strict website rules and regulations. Feel free to refer friends or family members to PWI Wealth Partners for assistance in achieving their financial goals.

Walker Heagney - Ameriprise Financial Services, LLC is a finance institution located at 157 Church Street in New Haven, Connecticut, United States. They offer a range of financial services and hold various certifications to ensure they provide expert advice to their clients. Some of the certifications held by the advisors at Walker Heagney include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and demonstrate the commitment of the advisors at Walker Heagney to providing top-notch financial advice to their clients.

The Ceccarelli Hursh Group at Ameriprise Financial Services, LLC is a finance institution located at 545 Long Wharf Drive, New Haven, Connecticut, United States. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can refer friends or family members to the institution to help them achieve their financial goals. The institution is a member of FINRA and SIPC, and users of the website agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations.

Derek Ciampini - Ameriprise Financial Services, Inc. is a reputable financial institution located at 545 Long Wharf Drive in New Haven, Connecticut. Specializing in personalized financial planning and investment services, they offer a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Derek Ciampini - Ameriprise Financial Services, Inc. is dedicated to providing top-notch financial advice and guidance to their clients. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, they are committed to helping you navigate the complexities of the financial world and secure a prosperous future.

Paul B Savona - Ameriprise Financial Services, LLC is a finance institution located at 157 Church Street in New Haven, Connecticut, United States. They provide a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, they offer personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Paul B Savona - Ameriprise Financial Services, LLC can help you navigate the complex world of finance and make informed decisions.

Dave Brown - Financial Advisor, Ameriprise Financial Services, LLC, located at 545 Long Wharf Drive in New Haven, Connecticut, offers personalized financial planning services to help clients achieve their goals. With a focus on retirement, education, and major purchases, Dave provides investment recommendations tailored to individual risk tolerance and objectives. Regular meetings and progress reviews ensure that strategies are adjusted as life circumstances change. Clients can easily access their accounts and track their progress online, with the option to schedule a complimentary initial consultation for personalized advice. Securities offered through Ameriprise Financial Services, LLC, member FINRA and SIPC. Dave Brown is registered in select states, as listed on FINRA's BrokerCheck website. Contact Dave Brown today to start planning for a more secure financial future.