Douglas Messina - Financial Advisor, Ameriprise Financial Services

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 New York, NY area, Daniel Ahearn 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.

At Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the New York, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Condata Group, Inc. is an Investment Advisory Firm based in New York, offering a range of financial services to help clients achieve their financial goals. With a team of industry experts, they provide management and advice on retirement and pension funds, investment in stocks, bonds, and mutual funds, as well as dealer services in mutual funds, annuities, and insurance. Under their Pension and Retirement division, Condata Group offers management and advice for different plans, including Separately Managed Accounts (SMA's) tailored to specific client needs. They also utilize Modular Portfolio Construction (MPC) to meet the needs of institutional clients, incorporating CORE, ALPHA, ALTERNATIVES, and TACTICAL models. Additionally, as a licensed Insurance Agent and broker, they provide guidance on appropriate insurance levels and types, incorporating annuities in their portfolio strategies when suitable.Generated from the website