At De Vita & Associates, 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 Stamford, 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.
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De Vita & Associates - Ameriprise Financial Services, LLC
Frequently Asked Questions About De Vita & Associates - Ameriprise Financial Services, LLC
What services does De Vita & Associates - Ameriprise Financial Services, LLC offer?
They offer financial planning and advisory services, including estate planning, wealth preservation, retirement strategies, sustainable investing, charitable giving, insurance, investments, tax planning, and small business financial solutions.
Where is De Vita & Associates located?
They are located at 2777 Summer St Ste 704, Stamford, CT 06905, USA.
How can I contact De Vita & Associates for an appointment?
You can call them at +1 516-513-1175, email vincent.8.devita@ampf.com, or book an appointment online via their website.
Does De Vita & Associates offer online or onsite financial advisory services?
Yes, they offer both online appointments and onsite services for client convenience.
How can I verify the credentials of De Vita & Associates' financial advisors?
You can visit FINRA's BrokerCheck website for more information about their advisors' credentials.
What nearby real estate professionals are located close to De Vita & Associates?
Several Keller Williams real estate agents such as Ximena Perez, Team Fede, Michael Teng, and others are located nearby, which can be helpful if you're considering real estate investments in Stamford, CT.
Are there nearby mortgage or financial service providers that clients can also consult?
Yes, WarCap Home Loans, a mortgage broker and financial service provider, is located nearby offering loan and installment services.
Can clients visiting De Vita & Associates connect with legal or family law professionals nearby?
Yes, Barr & Morgan, Attorneys at Law specializing in divorce and family law, are located nearby for legal consultations if needed.
What sets De Vita & Associates apart in their financial advisory approach?
They focus on setting and achieving personalized financial goals, addressing unexpected market changes and life events with tailored strategies including sustainable investing and intergenerational planning.
Where can I find more information about De Vita & Associates online?
You can visit their Facebook page at https://www.facebook.com/devitaandassociates/ or their official website at https://www.ameripriseadvisors.com/team/de-vita-associates/contact for more details.