The Alteri Group - Morgan Stanley

At Wisdom Rock Financial Advisory Group, 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 Watertown, 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.

We hope this website will help you gain additional understanding of the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our objective is to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, college financial planning, and wealth preservation. We are making available to you a variety of tools, from basic to advanced, in order to gain control of your financial situation. We hope you take advantage of these resources without cost or obligation. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Bowers & Company CPAs is a well-established accounting firm serving Central New York for over 40 years, boasting a team of more than 120 professionals, including 60 certified public accountants located across Syracuse, Rochester, and Watertown. Specializing in a wide range of services such as tax, audit, assurance, and client accounting advisory services, the firm caters to various sectors including not-for-profit, government, cannabis, and manufacturing. Generated from the website