Timothy Lazcano - Financial Advisor, Ameriprise Financial Services

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.

Rockland, MA, is a charming town nestled in Plymouth County, known for its friendly atmosphere and community spirit. With a blend of suburban comfort and easy access to urban amenities, Rockland features local parks, shops, and a variety of dining options. Its convenient location near major highways makes it an ideal spot for residents and businesses alike, including financial planners like Jay Irving who help guide clients in achieving their financial goals. Generated from this place's information

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.