Lido Advisors, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Boca Raton, FL area, Thais Piotrowski will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Seth Bassoff is a financial advisor at Ameriprise Financial Services in Boca Raton, FL, offering personalized financial advice to help clients achieve their financial goals. With a team of qualified professionals, he provides a range of advisory services that encompass investment strategies, estate planning, and retirement planning. Holding multiple prestigious designations, including Certified Financial Planner (CFP) and Accredited Investment Fiduciary (AIF), Seth Bassoff demonstrates a commitment to ethical practices and comprehensive financial education. His expertise extends to various areas, including wealth management, behavioral finance, and planning for domestic partnerships and senior living. Generated from the website

Established in 1832, Janney Montgomery Scott is a full-service financial services firm that provides financial assistance services for individual, corporate and institutional investors. It serves various corporate, municipal and institutional clients. Janney Montgomery Scott s Janney Wealth Management offers clients a range of coordinated investment consulting services, including investment policy statements, money manager search options and quarterly performance reports to increase the potential for asset accumulation. Its Janney Consulting Group provides planning, managing and monitoring services for customized portfolios. The company also offers mutual fund, personal financial planning and insurance services. Janney Montgomery Scott is a subsidiary of The Penn Mutual Life Insurance Company, which is one of the largest mutual insurance companies in the United States. Janney Montgomery Scott is a member of the New York Stock Exchange, Financial Industry Regulatory Authority and Securities Investor Protection Corporation.