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 Poughkeepsie, NY area, Max DiSesa 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
Max DiSesa - Private Wealth Advisor, Ameriprise Financial Services, LLC
2515 South Road, Poughkeepsie, NY
12601, United States
Frequently Asked Questions About Max DiSesa - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Max DiSesa and what services does he provide?
Max DiSesa is a Private Wealth Advisor at Ameriprise Financial Services in Poughkeepsie, NY, specializing in estate planning strategies, investment management, and insurance.
Where is Max DiSesa's office located?
The office is located at 2515 South Road, Poughkeepsie, NY 12601, United States.
How can I contact Max DiSesa for financial advice?
You can call at +1 845-454-3021 or email Max.DiSesa@ampf.com to schedule an appointment.
Does Max DiSesa offer online and onsite financial advisory services?
Yes, Max DiSesa offers both online appointments and onsite services to clients.
What professional certifications does Max DiSesa hold?
Max DiSesa holds the CFP (Certified Financial Planner) and AAMS (Accredited Asset Management Specialist) designations.
Where can I find more information about Max DiSesa's financial advisor background?
More information is available at FINRA's BrokerCheck website linked under the featured message.
How can the nearby KeyBank be helpful when visiting Max DiSesa?
KeyBank, located nearby, can assist with banking needs such as deposits or withdrawals before or after a financial planning appointment with Max DiSesa.
What other financial service providers are located near Max DiSesa's office?
Nearby financial services include Robert J. DelGuidice-Northwestern Mutual, Hayden Bell Northwestern Mutual, and Small World Wealth Management, offering additional financial advising options in Poughkeepsie.
Are there restaurants near Max DiSesa’s office for a meal before or after an appointment?
Yes, nearby restaurants such as Red Robin Gourmet Burgers, La Luna Pizza & Restaurant, and Five Guys offer plenty of dining options around the area.
How can I schedule an appointment with Max DiSesa online?
You can schedule an appointment through the reservation URL on the Ameriprise website provided in the profile.