Robert Bouza - Financial Advisor, Ameriprise Financial Services

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1 Teleport Dr Ste 206
Staten Island, NY 10311
+1 (914) 260-4883
https://www.ameripriseadvisors.com

Daniel R. Masiello, a Financial Advisor at Ameriprise Financial Services in New York, NY, offers personalized financial advice to help individuals reach their financial goals. With a range of qualifications including AAMS, ADPA, AEP, AIF, and more, Masiello provides expertise in asset management, estate planning, retirement planning, and wealth management.

Through a comprehensive array of certifications such as CFA, CASL, CDFA, and CEP, Masiello's financial advisory services cover a wide spectrum of financial planning needs, from investment strategies to philanthropy and exit planning. Clients can benefit from Masiello's expertise in behavioral finance, portfolio management, and wealth transfer strategies to navigate complex financial decisions with confidence.

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Robert Bouza - Financial Advisor, Ameriprise Financial Services, LLC

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