At Lionheart Wealth Management, 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 Summit, NJ 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 services does Lionheart Wealth Management offer?
Lionheart Wealth Management provides services including investment management, tax planning, retirement income strategies, estate planning, wealth preservation, and more.
Where is Lionheart Wealth Management located?
They are located at 129 Summit Ave, 2nd Floor, Summit, NJ 07901, USA.
How can I contact Lionheart Wealth Management?
You can reach them by phone at +1 212-706-2010 or via email at anthony.deangelo@ampf.com.
Does Lionheart Wealth Management offer online appointments?
Yes, they offer online appointments as well as onsite services.
Where can I find more information about Lionheart Wealth Management online?
More information is available on their website at https://www.ameripriseadvisors.com/team/lionheart-wealth-management/ and on their LinkedIn page.
Is Lionheart Wealth Management a Black-owned business?
No, Lionheart Wealth Management is not a Black-owned business.
Can you tell me about nearby financial advisors to Lionheart Wealth Management?
Nearby financial advisors include Shivam Mittal, William Huntley - Financial Advisor (also part of Ameriprise Financial Services), Tradition Advisers, and Merrill Lynch.
Are there any nearby real estate agents or agencies to visit around Lionheart Wealth Management?
Yes, nearby real estate professionals include Summit Parmley, Laura Sells NJ, Great Homes in New Jersey, Melinda Giffen Frater - Realtor, Sandy Chambers Realtor, Cavazini Dangler Real Estate Partners, Gina Michal Real Estate, Tina Heintz, Kelly O'Kelly, and Marianne Garibaldi.
What nearby health and dental services can clients use when visiting Lionheart Wealth Management?
Nearby dental and health services include Summit Periodontics & Dental Implants, Madalina E. Iorgulescu (prosthodontist), Summit Dentist, Central Dental Care, and Urgent Care Center At The Summit Medical Group.
Are there interesting landmarks or cultural places near Lionheart Wealth Management?
Yes, nearby landmarks and cultural places include Summit Parmley and 145-147 Summit (landmark and historical buildings), as well as the New Jersey Dance Theatre Ensemble, a dance school and theatre venue.