Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business Details
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, Vincent De Vita 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
Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC
333 Jericho Tpke, Jericho, NY
11753, United States
Hours
Frequently Asked Questions About Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Vincent De Vita provide as a financial advisor?
Vincent De Vita offers services including estate planning strategies, retirement planning strategies, small business financial planning, wealth preservation, investment management, business retirement plans, intergenerational planning, tax planning strategies, and insurance.
What are the office hours of Vincent De Vita's financial advisory service?
The office is open Monday through Friday from 9:00 AM to 6:00 PM and closed on Saturdays and Sundays.
Where is Vincent De Vita's office located?
The office is located at 333 Jericho Tpke, Ste 232, Jericho, NY 11753, USA.
How can I contact Vincent De Vita for financial advisory services?
You can contact Vincent De Vita by phone at +1 516-513-1175 or email at vincent.8.devita@ampf.com. There is also a contact page online for appointment requests.
Does Vincent De Vita offer online and onsite appointments?
Yes, Vincent De Vita offers both online appointments and onsite services.
Which languages are spoken at Vincent De Vita's office?
The office primarily communicates in English.
What professional associations is Vincent De Vita affiliated with?
Vincent De Vita is associated with CFP (Certified Financial Planner), CRPC, and APMA.
If I'm visiting Vincent De Vita, what nearby financial services can I access?
Nearby financial services include Stage Wealth Management, Advisors for Consumers, Paul Epstein - Financial Advisor, Ameriprise Financial Services, De Vita and Associates, Gold Coast Funding (mortgage broker), Roger S Kim CPA PLLC (accountant), Marino Menz and Co (accountant), and Fuentes & Angels CPAs (bookkeepers). These locations can complement your financial planning needs.
Are there any notable nearby places to visit before or after my appointment at Vincent De Vita?
Yes, you can visit The Bristal Assisted Living at Jericho, The Bristal Grand (a landmark and pub), Encore Luxury Living (a historical building), or relax at La vie doré villa, which offers hotel and recreational amenities. These nearby spots provide interesting options for visitors.
How can nearby places like Shell Gas Station or Ayla Café & Mall be helpful when visiting Vincent De Vita?
Shell Gas Station can be convenient if you're driving to the appointment and need fuel. Ayla Café & Mall nearby provides grocery shopping and casual dining options for visitors before or after appointments.