At Root, Borajkiewicz, Lucarelli Wealth Advisors, 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 North Haven, CT 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.
What services does Root, Borajkiewicz, Lucarelli Wealth Advisors offer?
We offer retirement planning strategies, estate planning strategies, and family finances advisory services.
Where is Root, Borajkiewicz, Lucarelli Wealth Advisors located?
Our office is located at 250 State St, Unit E1, North Haven, CT, 06473, USA.
Can I schedule an appointment with Root, Borajkiewicz, Lucarelli Wealth Advisors online?
Yes, you can book an appointment via our online contact page at ameripriseadvisors.com/team/root-borajkiewicz-lucarelli-wealth-advisors/contact.
Does Root, Borajkiewicz, Lucarelli Wealth Advisors provide onsite services?
Yes, we provide both onsite and online financial advisory services.
How can I contact Root, Borajkiewicz, Lucarelli Wealth Advisors by phone or email?
You can call us at +1 203-407-8188 or email christopher.m.borajkiewicz@ampf.com.
Which financial specialties does Root, Borajkiewicz, Lucarelli Wealth Advisors focus on?
Our specialties include retirement income strategies, wealth preservation, family finances, estate planning, intergenerational planning, and small business financial consulting.
Are there other financial advisors near Root, Borajkiewicz, Lucarelli Wealth Advisors?
Yes, nearby financial advisors include Eva Sands - Ameriprise Financial and Jennifer Heims - Financial Advisor, Ameriprise Financial Services, among others, providing additional options for financial planning in North Haven.
What nearby services can complement my visit to Root, Borajkiewicz, Lucarelli Wealth Advisors?
You can visit nearby legal services like Peterson Zamat or Bender, Anderson and Barba, PC for legal advice, or Health Insurance Associates for insurance services to complement your financial planning.
How can nearby transportation services help me reach Root, Borajkiewicz, Lucarelli Wealth Advisors?
Kiddie Kabz, LLC offers transportation services nearby, which can assist customers in reaching our office conveniently in North Haven.
What is the timezone for Root, Borajkiewicz, Lucarelli Wealth Advisors' location?