Personal wealth management in Liverpool, New York
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Lauren L Kenny - Financial Advisor, Ameriprise Financial Services, LLC
Lauren L Kenny, a financial advisor at Ameriprise Financial Services, LLC, located at 7672 Oswego Road in New York, United States, specializes in helping clients navigate the complexities of the financial world. With a focus on risk and reward, Lauren works closely with individuals to determine their risk tolerance and create personalized investment strategies. As a registered advisor, Lauren can only conduct securities business with residents of certain states, so it's important to check FINRA's BrokerCheck website for more information. Whether you're looking to capitalize on the current bull market rally or plan for the future, Lauren is here to provide expert guidance. The initial consultation offers an overview of financial planning concepts, and while future financial results cannot be guaranteed, Ameriprise Financial is dedicated to helping clients achieve their goals.
Steven Patton - Financial Advisor, Ameriprise Financial Services, LLC
Steven Patton is a financial advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. Steven 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 Steven's expertise in various financial areas such as asset management, retirement planning, estate planning, and investment strategies. Steven is dedicated to providing comprehensive and personalized financial advice to his clients, including veterans and military personnel.
Edward Jones - Financial Advisor: Jim Henty, AAMS™
Edward Jones - Financial Advisor: Jim Henty, AAMS™ is a reputable finance institution located at 916 Old Liverpool Road in Salina, New York, United States. With a focus on providing personalized financial advice and services, Jim Henty, a designated Accredited Asset Management Specialist (AAMS™), offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your investments, Edward Jones - Financial Advisor: Jim Henty, AAMS™ is dedicated to providing tailored solutions to meet your individual needs. Trust in their expertise and experience to help secure your financial future.
Edward Jones - Financial Advisor: Justin Henty
Edward Jones - Financial Advisor: Justin Henty is a trusted financial institution located at 916 Old Liverpool Road in Salina, New York, United States. Specializing in personalized financial planning and investment management, Justin Henty and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial services tailored to each individual's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Justin Henty is committed to providing expert guidance and support every step of the way. Contact Edward Jones - Financial Advisor: Justin Henty today to start planning for a secure financial future.
Daniel Figueiredo - Associate Financial Advisor, Ameriprise Financial Services, LLC
Daniel Figueiredo is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 7672 Oswego Road in New York, United States. As a finance institution, we prioritize what is most important to you, whether it be retirement planning, education savings, or other financial goals. We provide personalized investment recommendations based on your individual goals and risk tolerance, and we regularly review and update your portfolio as needed. You can easily access your investments and track your progress towards your goals from any device. If you have questions or would like to schedule a complimentary initial consultation, please get in touch. Daniel Figueiredo may only conduct securities business with residents of certain states, so please refer to FINRA's BrokerCheck website for more information. We strive to help you achieve your financial goals and appreciate any referrals to friends or family members who may benefit from our services. Thank you for considering Ameriprise Financial Services, LLC for your financial needs.
John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management located conveniently at 7672 Oswego Road, New York 13090, United States. At our firm, we understand that each client's financial journey is unique, and we are committed to providing personalized financial advice to help you achieve your goals. Our team is equipped with a wide array of certifications and expertise to address diverse financial needs. With the Accredited Asset Management Specialist (AAMS™) certification, we adhere to a code of ethics and apply investment concepts to real-world asset management scenarios, covering topics such as asset allocation, investment strategies, and estate planning. Additionally, our Accredited Domestic Partnership Advisor (ADPA™) designation ensures we are well-versed in wealth transfers, federal taxation, and planning for domestic partners.
Edward Jones - Financial Advisor: Stefano Selenu
Welcome to Edward Jones - Financial Advisor: Stefano Selenu, your trusted partner in navigating the complexities of financial planning. Conveniently located at 7445 Morgan Road, New York 13090, we specialize in providing personalized financial services tailored to your unique needs and goals. At Edward Jones, we prioritize your privacy and security. To learn more about how we protect your data, please visit our Privacy and Security page. The information we collect is used to deliver customized services, content, and offers, while also helping us refine our marketing and research efforts to enhance your digital experience.
Paul Coir - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Paul Coir - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and wealth management, conveniently located at 5750 Commons Park, East Syracuse, New York 13057, United States. Our mission is to provide personalized and comprehensive financial advice tailored to your unique needs and goals. Paul Coir is a distinguished financial advisor equipped with a broad array of certifications and expertise to guide you through every aspect of financial planning. With credentials such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Paul is committed to upholding the highest standards of ethics and professionalism in the industry.
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