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 Poughkeepsie, NY area, David Mazzetti 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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David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC
What is the full name and business title of the financial advisor?
The financial advisor is David Mazzetti, Private Wealth Advisor with Ameriprise Financial Services, LLC.
Where is David Mazzetti's office located?
The office is located at 2515 South Road, Poughkeepsie, NY 12601, USA.
What financial services does David Mazzetti provide?
Services include Wealth Preservation Strategies, Retirement Planning Strategies, and Estate Planning Strategies.
Does David Mazzetti offer online and onsite financial advisory services?
Yes, he offers both online appointments and onsite services.
How can I contact David Mazzetti via phone and email?
You can call him at +1 845-454-3021 or email at david.j.mazzetti@ampf.com.
What professional certifications does David Mazzetti hold?
He holds CFP (Certified Financial Planner) and CRPC (Chartered Retirement Planning Counselor) certifications.
Can I find more information or schedule a consultation online?
Yes, more information and a contact form are available at his Ameriprise team page: https://www.ameripriseadvisors.com/team/seven-bridges-wealth-advisors/contact
Which nearby financial service firms are close to David Mazzetti's office in Poughkeepsie?
Nearby financial firms include Northwestern Mutual offices (with representatives Will Brammer, Robert J. DelGuidice, Hayden Bell, Tara Walter, Kevin Caccomo, William Piper, Sean Barton), Small World Wealth Management, Gravatt Financial, and Stifel.
What nearby amenities might clients visit before or after meeting with David Mazzetti?
Clients can dine at nearby restaurants such as Red Robin Gourmet Burgers, Subway, La Luna Pizza & Restaurant, Coca-Cola Freestyle (Asian cuisine), Five Guys, and Playa Bowls, or shop at Oakwood Commons shopping center.
Are there convenient banks or transit-related locations near David Mazzetti's office?
Yes, KeyBank is nearby which could be useful for banking needs when visiting the area.