Private wealth advisor in Torrington, Connecticut

Christopher Borajkiewicz is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 30 Peck Road in Torrington, Connecticut, United States. He holds multiple 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®, 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 including asset management, estate planning, retirement planning, investment strategies, and more. Christopher Borajkiewicz is dedicated to providing expert financial advice and guidance to individuals and families, helping them achieve their financial goals and secure their financial future.

Robert J Lucarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 30 Peck Road in Torrington, Connecticut, United States, offers a wide range of financial services for individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, clients can trust that they are working with a knowledgeable and ethical advisor. From asset management to retirement planning, estate planning to investment opportunities, the team at Ameriprise Financial Services, LLC is dedicated to helping clients make informed decisions about their financial future. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Robert J Lucarelli and his team have the expertise to guide you through the complexities of financial planning. Trust in their expertise and commitment to helping you achieve your financial goals.

Jonathan Root - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 30 Peck Road in Torrington, Connecticut, is a finance institution offering a wide range of services to meet the needs of individuals and businesses. Jonathan Root holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Jonathan Root aims to provide personalized financial solutions to help clients achieve their financial goals. Additionally, the institution offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy®, and Certified Divorce Financial Analyst to address specific financial needs. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Jonathan Root is dedicated to providing expert guidance and support.