Jay Irving

Ameriprise Financial Services, located in Hingham, MA, is dedicated to assisting clients in achieving their financial goals through personalized financial advice and tailored investment strategies. With over 10,000 advisors nationwide, clients can find an advisor that aligns with their specific financial needs and objectives. The firm emphasizes a client-centered approach, offering regular meetings to review progress and ensuring access to investments and digital tools for tracking financial health. Ameriprise Financial also boasts various professional certifications among its advisors, including Accredited Asset Management Specialist (AAMS) and Accredited Estate Planner (AEP), demonstrating their commitment to high standards and comprehensive financial planning expertise. Generated from the website

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Ameriprise Financial Institutions Group, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Rockland, MA area, Timothy Lazcano 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. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

OUR RETIREMENT INCOME STRATEGIES ARE FOCUSED ON GETTING YOU MAXIMUM OPPORTUNITY WHILE GIVING YOU PROTECTION FROM MARKET VOLATILITY. JUST IMAGINE A COMPLETE PORTFOLIO, WHERE ALL YOUR FINANCIAL, ESTATE, AND TAX PREPARATION NEEDS ARE ADDRESSED IN A CUSTOMIZED BINDER. THIS IS YOUR COMPREHENSIVE RETIREMENT PLAN. OUR COORDINATED APPROACH ENSURES THAT YOUR PLAN IS DEVELOPED USING AN ALL-INCLUSIVE VIEW. WE HAVE FOUND THAT MANY FINANCIAL SERVICES PROFESSIONALS FOCUS ON PRODUCTS; OUR EXPERIENCE SHOWS THAT OUR CLIENTS' NEEDS ARE BEST MET BY FOCUSING ON PROCESSES AND MOST IMPORTANTLY, PEOPLE. Services: Retirement Income Planning Investment Management Tax Planning Income Planning Social Security Maximization Tripp recognizes that one of the biggest challenges in dealing with clients is their mindset. A shift in financial objectives and expectations must occur when a person transitions into retirement. The primary focus of a 30-year growth and accumulation strategy needs to be reworked into an income and risk management strategy to help secure retirement. Tripp's goal when working with his clients is to help them understand complex financial strategies.