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 North Haven, CT area, Robert J Lucarelli 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.
Frequently Asked Questions About Robert J Lucarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Robert J Lucarelli offer as a financial advisor?
Robert J Lucarelli specializes in retirement planning strategies, retirement income strategies, retirement plan distribution, and investments.
Where is Robert J Lucarelli's office located?
The office is located at 250 State St, Unit E1, North Haven, CT 06473, USA.
What are the business hours of Robert J Lucarelli's office?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on weekends.
Does Robert J Lucarelli offer online appointments?
Yes, online appointments are available.
How can I contact Robert J Lucarelli?
You can reach him by phone at +1 203-407-8188 or by email at robert.j.lucarelli@ampf.com.
Is Robert J Lucarelli affiliated with any professional organizations?
Yes, he is associated with the CFP (Certified Financial Planner) designation.
Where can I find more information about Robert J Lucarelli's professional background?
More information is available on his LinkedIn profile and FINRA's BrokerCheck website.
Are there other Ameriprise Financial Services advisors near Robert J Lucarelli's office?
Yes, nearby advisors include Coppola & Associates, Nicole Bowler Pecknold, Centurion Wealth Management, William Robert Nemphos, Root, Borajkiewicz, Lucarelli Wealth Advisors, Kyle Casagrande, Christopher Coppola III, Jeff Jolly, John M Picard, Christopher Borajkiewicz, Jennifer Heims, Jonathan Root, and Eva Sands.
What other professional services are available near Robert J Lucarelli's office?
Nearby professional services include Health Insurance Associates (insurance agency), Bender, Anderson and Barba, PC (law firm), Peterson Zamat (legal services), and Queralt (business consulting).
Are there convenient amenities near Robert J Lucarelli's office for visitors?
Yes, visitors can find Cumberland Farms (convenience store, gas station, coffee shop) nearby, as well as services like Kiddie Kabz LLC (transportation) and health care options such as Olympic Health and Sports Therapy and Dependable Care LLC.