Business Details
About
Financial PlanningFinancial Consultant
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 New York, 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.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
De Vita & Associates - Ameriprise Financial Services, LLC
1430 Broadway, New York, NY
10018, United States
Frequently Asked Questions About De Vita & Associates - Ameriprise Financial Services, LLC
What services does De Vita & Associates - Ameriprise Financial Services, LLC provide?
De Vita & Associates offers private wealth advisory services including estate planning, retirement planning, investments, tax planning, and more to help clients focus on their financial future.
Where is De Vita & Associates - Ameriprise Financial Services, LLC located?
They are located at 1430 Broadway, Ste 305, New York, NY 10018, USA.
How can I contact De Vita & Associates for financial advisory services?
You can contact them by phone at +1 516-513-1175 or email vincent.8.devita@ampf.com. You can also visit their website for more information or to schedule an appointment.
Does De Vita & Associates offer online appointments?
Yes, De Vita & Associates offers online appointments as well as onsite services.
What financial specialties does De Vita & Associates focus on?
Their specialties include estate planning, wealth preservation, retirement income strategies, social security benefits, charitable giving, insurance, tax planning, and more.
Are there any nearby accounting services close to De Vita & Associates?
Yes, Mark S. Gottlieb CPA, P.C., an accountant, is located nearby and can assist with financial accounting needs complementary to wealth advisory.
What nearby services can support my visit to De Vita & Associates?
You can visit Brand New Cuts for a hair salon service or stop by SimpliiGood Fresh Spirulina, a health food store and supermarket, both located nearby.
Are there any nearby legal services if I need assistance related to financial planning?
Yes, the Law Office of Sherry L. Singer offers legal services including immigration law and is located near De Vita & Associates.
How can nearby life insurance providers complement services at De Vita & Associates?
Nearby life insurance providers such as Pak Hei Ngai, Javier Guzman, Angel Miranda, and Ben Lee from Primerica can offer complementary insurance products to enhance your financial planning.
Where can customers learn more about the credibility of De Vita & Associates?
More information is available on FINRA's BrokerCheck website, which provides details about the broker's qualifications and history.