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 Jericho, NY 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?
De Vita & Associates offers a range of financial planning and advisory services including estate planning, wealth preservation, retirement planning, investments, tax strategies, and more.
Where is De Vita & Associates located?
The office is located at 333 Jericho Tpke, Ste 232, Jericho, NY 11753, USA.
How can I contact De Vita & Associates?
You can call them at +1 516-513-1175 or email vincent.8.devita@ampf.com.
Does De Vita & Associates offer online appointments?
Yes, they offer online appointments as well as onsite services.
How can I schedule a consultation with De Vita & Associates?
You can schedule a consultation through their contact page at https://www.ameripriseadvisors.com/team/de-vita-associates/contact.
What financial specialties does De Vita & Associates focus on?
They specialize in estate and retirement planning, wealth preservation, social security benefits, charitable giving, tax planning, insurance, and more.
What nearby financial services can I access around De Vita & Associates?
Nearby you will find Advisors for Consumers, Stage Wealth Management, and other financial advisors like Vincent De Vita and Paul Epstein, all providing various financial advisory services.
Are there any nearby accounting or tax services close to De Vita & Associates?
Yes, you can find accounting and tax services from Roger S Kim CPA PLLC, Marino Menz and Co, and Fuentes & Angels CPAs in the vicinity.
What local attractions or landmarks are near De Vita & Associates?
Nearby landmarks include Encore Luxury Living and The Bristal Assisted Living at Jericho, which you might want to visit before or after your appointment.
Where can I find nearby amenities such as gas stations or construction services near De Vita & Associates?
You can find a Shell Gas Station nearby for fuel and UTS Group - Construction for construction services in the area.