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.
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.
Where is Gerard Simonelli's office located?
The office is located at 390 N Broadway, Ste 240, Jericho, NY 11753, USA.
Does Gerard Simonelli offer online or onsite appointments?
Yes, Gerard Simonelli offers both online appointments and onsite services to accommodate clients' needs.
How can I contact Gerard Simonelli for financial advisory services?
You can reach him by phone at +1 516-231-1000 or email at Gerard.Simonelli@ampf.com.
Is there an official website to learn more about Gerard Simonelli's financial advisory services?
Yes, more information is available at https://www.ameripriseadvisors.com/Gerard.Simonelli/.
Are there other financial service providers near Gerard Simonelli's office?
Yes, nearby financial services include Mark Grossmann - Ameriprise Financial Services, LLC and Flagship Wealth Planning, both offering financial advising and investment services.
What nearby legal services are available that could complement financial planning?
Nearby legal services include Friedman & Simon (personal injury and notary services), The Basile Law Firm P.C., and Sunshine Isaacson and Hecht (divorce and family law). These could complement financial planning needs.
What nearby places of interest could visitors to Gerard Simonelli's office explore?
Visitors can enjoy Glen J Memorial Park for outdoor relaxation or visit Legends of Baseball for sports activities, both located nearby.
Are there nearby amenities such as banks or pharmacies close to Gerard Simonelli's office?
Yes, there is a Santander Bank ATM, LibertyX Bitcoin ATM, and a CVS Pharmacy nearby for convenient banking and medical needs.