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 New York, NY area, Geri Pell 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.
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Online appointmentsAvailable
Onsite servicesAvailable
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Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Geri Pell offer as a financial advisor?
Geri Pell offers services including retirement planning, wealth preservation, estate planning, executive compensation strategies, charitable giving, and financial strategies for diverse families.
Where is Geri Pell's office located?
The office is located at 300 E 40th St, Apt 28R, New York, NY 10016, USA.
How can I contact Geri Pell by email?
You can contact Geri Pell via email at geri.e.pell@ampf.com.
Does Geri Pell offer online or onsite financial advisory appointments?
Yes, Geri Pell provides both online appointments and onsite services for clients.
Is Geri Pell affiliated with any financial regulatory body for verification?
More information about Geri Pell's credentials can be found on FINRA's BrokerCheck website.
Where can I find more details or schedule a consultation with Geri Pell online?
More details and appointment scheduling are available at https://www.ameripriseadvisors.com/geri.e.pell/contact.
Which nearby places can help me find parking when visiting Geri Pell's office?
ICON Parking System and Imperial Parking Systems are nearby parking options to help you park conveniently during your visit.
Are there any nearby dining options around Geri Pell's office?
Dunkin' and Tuttles Bar & Grill are nearby dining options where you can grab coffee, donuts, or have a meal before or after your appointment.
What nearby transportation options are available near Geri Pell's office?
Citi Bike Station nearby provides bike rentals, a convenient way to reach or explore the area around Geri Pell's office.
Are there any nearby professional services or resources near Geri Pell's office that clients might find useful?
Nearby professional services include Wendy Litwack Casting, Lauren Faith Fotography, and Douglas Messina - Private Wealth Advisor, which might be valuable depending on your needs.