Business Details
About
Financial PlanningFinancial Consultant
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 Bedford, NH area, James Livolsi 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
James Livolsi - Private Wealth Advisor, Ameriprise Financial Services, LLC
262 S River Rd, Bedford, NH
03110, United States
Hours
Frequently Asked Questions About James Livolsi - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is James Livolsi and what services does he provide?
James Livolsi is a Private Wealth Advisor with Ameriprise Financial Services, LLC in Bedford, NH, offering financial planning, investment services, and retirement income strategies.
Where is James Livolsi’s office located?
His office is located at 262 S River Rd, Ste 201, Bedford, NH 03110, USA.
What are the office hours for James Livolsi’s financial advisory services?
The office is open Monday through Friday from 9:00 AM to 4:00 PM and is closed on Saturdays and Sundays.
Does James Livolsi offer online or onsite appointments?
Yes, James Livolsi offers both online appointments and onsite services.
How can I contact James Livolsi for financial advising?
You can contact him via phone at +1 603-606-4255 or by email at James.Livolsi@ampf.com.
Does James Livolsi have a website or social media presence?
Yes, his website is https://www.ameripriseadvisors.com/James.Livolsi/ and you can find him on Facebook at https://www.facebook.com/RisePrivateWealthManagement/.
What financial specialties does James Livolsi focus on?
His specialties include Family Finances, Saving for Education, Executive Compensation and Benefit Strategies, Estate Planning Strategies, Intergenerational Planning, and Retirement Income Strategies.
Which nearby financial advisors or services are close to James Livolsi's office?
Nearby financial advisors include Kevin Kimball, Nancy Burt, Brent Kiley, Ryan McCabe, and Kendra Kearney, among others, all affiliated with Ameriprise Financial Services.
Is there a private wealth management firm near James Livolsi’s office that clients might visit?
Yes, Rise Private Wealth Management - Ameriprise Financial Services, LLC is nearby and can be an additional resource for clients seeking wealth management in Bedford.
What other professional services are available near James Livolsi’s office that clients might find useful?
Clients can also find services such as Innovative Psychiatry Center for mental health, Sullivan Construction for contracting needs, and Bean Group for real estate assistance nearby.