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TOP 30 Business investment firm in Summit, NJ
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Samuel Dicocco - Financial Advisor, Ameriprise Financial Services, LLC
Samuel Dicocco, a financial advisor at Ameriprise Financial Services, LLC, located at 129 Summit Avenue in Summit, New Jersey, is dedicated to helping clients achieve their financial goals. Ameriprise has been recognized as one of the Most Trustworthy Companies in America by Newsweek in 2023. With a focus on personalized service, Samuel provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are updated as life changes. Clients can easily access their accounts and track progress towards their goals securely from any device. To learn more about how Samuel can help you, schedule a complimentary initial consultation. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Samuel Dicocco is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Let's meet to discuss what's most important to you and work towards a more confident financial future.
Integrated Solutions
Integrated Solutions is a leading institution located at 121 Summit Avenue in Summit, New Jersey, United States. Specializing in accounting and finance, we bring a wealth of knowledge, experience, and guidance to the financial services industry. Our services include fund administration, broker-dealer compliance consulting, Investment Adviser Act compliance consulting, accounting and bookkeeping services, as well as recruiting services. As a team, we work seamlessly to ensure that our clients receive the maximum benefits offered by our experienced staff. We pride ourselves on being a valued partner and adviser to numerous financial services firms and businesses, providing expert guidance and assistance with regulatory and financial reporting requirements.
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