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 Holmdel, NJ area, Sergio Modernel 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.
Who is Sergio Modernel and what services does he offer?
Sergio Modernel is a Private Wealth Advisor at Ameriprise Financial Services, LLC in Holmdel, NJ, offering services including retirement income strategies, wealth preservation, and retirement planning strategies.
Where is Sergio Modernel's office located?
The office is located at 101 Crawfords Corner Rd, Ste 1311, Holmdel, NJ 07733, USA.
What specialties does Sergio Modernel provide in financial planning?
Specialties include retirement planning, retirement plan distribution, tax planning, investment management, employee stock options, insurance, saving for education, domestic partner planning, and intergenerational planning.
Can I book an appointment online with Sergio Modernel?
Yes, online appointments are offered and can be booked through the contact page at https://www.ameripriseadvisors.com/sergio.a.modernel/contact.
What languages does Sergio Modernel speak?
Sergio Modernel communicates in English.
Is there a way to verify the credentials of Sergio Modernel?
More information is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/
What nearby places can I visit after my appointment with Sergio Modernel?
Nearby you can visit The Gathering Shops for boutique clothes, Renaissance Pilates + Wellness for fitness and wellness, or Bell Market for dining options including Japanese cuisine and pizza.
Are there other financial institutions near Sergio Modernel's office for additional services?
Yes, nearby financial institutions include OceanFirst Bank, BroadFront Capital Management, and The Lifetime Income Guy, providing options for banking and credit union services.
If I want to combine services, what wellness and health options are nearby?
Nearby wellness options include NU-Spine: The Minimally Invasive Spine Surgery Institute, Branko Skovrlj, MD surgical center, and Renaissance Pilates + Wellness studio.
What professional associations is Sergio Modernel affiliated with?
Sergio Modernel is affiliated with the Certified Financial Planner Board of Standards (CFP) and the American Personal and Medical Advisors (APMA).