The 30 Best Financial planning and portfolio management in Hicksville, New York

Dave Someria is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 85 East Old Country Road, Hicksville, New York, United States. Specializing in finance, Dave offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their investments and accounts securely from any device. Dave provides complimentary initial consultations to discuss retirement, education, major purchases, and other financial goals. As a registered advisor, Dave can conduct securities business with residents of specific states listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, offering a secure and reliable financial planning experience. Contact Dave Someria today to learn more about achieving your financial goals.