Our approach at Ameriprise Financial, we believe that taking a disciplined and integrated approach to planning for your dreams and goals is the best way to reach them. We ask the right questions and listen closely to your answers. We will then provide guidance and advice along the way, monitoring your progress and making adjustments to your plan as needed to ensure you stay on track. Areas of Focus Investments Retirement Planning Strategies Estate Planning Strategies Small Business Employee Stock Options .Based on licenses and registrations I hold, I may also conduct business in AZ, SC, MA, MD, PA, CO, NJ, TX, VA, NC, CA, FL, CT, GA.CA Insurance #0F52885 Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and “likes” should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.
Our branch team strives to provide a high quality, consistent experience for our investor clients: individuals, families, businesses and non-profit organizations. We work hard to understand their personal goals and to nurture enduring, long term relationships. We achieve this by adhering to the following business tenets:
Ø Utilize objective research and comprehensive financial tools,
Ø Listen well to understand and stay current with clients’ evolving financial needs,
Ø Educate clients on all available investments & insurance solutions, which meet their needs
Ø Holistically integrate branch resources with clients’ other trusted professionals (e.g., their estate attorney, tax accountant),
Ø Have a long term focus, remain personally accessible and regularly communicate with clients,
Ø Provide reliable, customized and convenient services to help clients achieve their goals.
What truly distinguishes our professional practice from others is our team’s reliable service, putting our clients’ interests first and striving to deliver what they expect, each and every day.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lynch Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Goshen NY 10924
Before the age of mass production and self-service, there were specialists who were masters of their crafts, from woodworkers to goldsmiths. They took great pride in their work, knew their clients personally and held them in high regard.
At Pucci Financial of Raymond James, we too have a specialty – customizing investment portfolios to the specific goals and investment needs of every client we serve. Our team applies more than 100 years of combined experience to carefully selecting every investment to help ensure the best fit for your life.
In our view, your investment portfolio was never intended to be a packaged good. If that seems old-fashioned to those on Wall Street, we remain steadfastly unapologetic.
Goshen, NY 10924
It’s rare to find a team like ours. Our experienced professionals have been assembled to offer you the depth of resources, expertise and commitment needed to actively manage and preserve your wealth. We take into account your comfort with risk as well as the values you live by, and use those factors to guide the financial plans we implement. In our experience, the best way to develop a financial plan is by getting to know you, your lifestyle, your values and your goals, so that your financial plan is just that – uniquely yours.
We dedicate our extensive industry knowledge to implementing thoughtful financial planning, developing strategies to see you through life’s most important milestones. We are prudent in managing your assets and carefully selecting investments that match your needs and risk tolerance. Our business is serving you and managing your finances in a way that makes you feel confident about your financial future.
We pay attention to the details and design financial plans tailored to each individual client. And we choose to overlook most passing trends in favor of those we feel could give you the best chance of reaching your financial and personal milestones. We believe prudently managed wealth serves as a means to get you where you want to go, and we’re committed to delivering our best advice to help you get there.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Tangredi Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.