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 Old Saybrook, 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 types of financial planning services does Root, Borajkiewicz, Lucarelli Wealth Advisors offer?
They specialize in retirement income strategies, wealth preservation, family finances, estate and retirement planning, intergenerational planning, and services for small businesses.
Where is Root, Borajkiewicz, Lucarelli Wealth Advisors located?
They are located at 191 Main St, Ste 2101 Bldg 2, Old Saybrook, CT 06475, USA.
Can I schedule an appointment online with Root, Borajkiewicz, Lucarelli Wealth Advisors?
Yes, online appointments are available through their website.
Does Root, Borajkiewicz, Lucarelli Wealth Advisors offer onsite services?
Yes, they provide onsite services for their clients as part of their financial advisory offerings.
How can I contact Root, Borajkiewicz, Lucarelli Wealth Advisors?
You can reach them by phone at +1 203-407-8188 or via email at eric.j.moreira@ampf.com.
Is Root, Borajkiewicz, Lucarelli Wealth Advisors affiliated with any larger financial institutions?
Yes, they are a private wealth advisory practice of Ameriprise Financial Services, LLC.
What is a nearby financial advisor that clients might also consider?
Eric Moreira - Ameriprise Financial Advisor is located nearby and offers financial advising and investing services.
Are there any nearby places where I can relax after visiting Root, Borajkiewicz, Lucarelli Wealth Advisors?
Fenwood Beach in Old Saybrook is a nearby attraction perfect for relaxation and recreation after your visit.
What nearby dining options are available close to the financial advisors?
You can enjoy meals at nearby restaurants like Jack Rabbit's Burgers, Wings and Things or The Rabbit Hole, which offer burgers and American cuisine.
Are there professional services nearby that complement financial planning, such as legal or health consulting?
Yes, Robert Rimmer - Attorney and Vea Health Consulting LLC are nearby, providing legal and health consulting services that could complement your financial planning needs.