Equitable Advisors

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Ameriprise Financial in Rockville Centre, NY is a reputable financial advisory firm offering a wide range of services to individuals and businesses. Led by Christopher Zarra, a highly qualified Certified Financial Planner (CFP), the team provides expert advice on asset management, estate planning, retirement planning, and investment strategies. With a focus on client needs and a commitment to ethical practices, Ameriprise Financial is dedicated to helping clients achieve their financial goals. Ameriprise Financial's team in Rockville Centre, NY consists of experienced professionals who hold various certifications such as Accredited Asset Management Specialist (AAMS), Accredited Domestic Partnership Advisor (ADPA), and Accredited Estate Planner (AEP). These designations demonstrate their expertise in wealth transfers, retirement planning, and estate planning. With a comprehensive understanding of fiduciary practices and a commitment to ongoing education, the team at Ameriprise Financial is well-equipped to provide personalized financial solutions to clients, ensuring their financial well-being and peace of mind.Generated from the website

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 Rockville Centre, NY area, Joseph Lisanti 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.