Insurance underwriting in Rye Brook, New York

Geri Pell is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue, Rye Brook, New York, United States. Geri Pell 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®, 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 Geri Pell's expertise in various financial areas including wealth management, retirement planning, estate planning, investment management, and insurance products. Geri Pell is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.

Rick Bloom, CLU, CFP is a renowned finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. Specializing in financial planning and insurance services, Rick Bloom, a Certified Life Underwriter and Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. With a commitment to excellence and a personalized approach, Rick Bloom, CLU, CFP is a trusted partner for individuals and businesses seeking financial stability and success.