Gerard Simonelli - Financial Advisor, Ameriprise Financial Services, LLC

About

Financial PlanningInvestment ServiceFinancial 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 Jericho, NY area, Gerard Simonelli 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

Gerard Simonelli - Financial Advisor, Ameriprise Financial Services, LLC
390 N Broadway, Jericho, NY
11753, United States

Frequently Asked Questions About Gerard Simonelli - Financial Advisor, Ameriprise Financial Services, LLC

Who is Gerard Simonelli and what services does he provide?

Gerard Simonelli is a financial advisor at Ameriprise Financial Services, LLC in Jericho, NY, offering services like investment management, retirement income strategies, and estate planning.

What specialities does Gerard Simonelli focus on in his financial advisory?

His specialities include Social Security Retirement Benefits, Investment Management, Divorce Financial Planning, Tax Planning Strategies, Retirement Income Strategies, Estate Planning, Family Finances, Investments, and Wealth Preservation Strategies.