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 Rye Brook, NY area, Annie Pereyra 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.
What services does Annie Pereyra offer as a financial advisor at Ameriprise?
Annie Pereyra offers services including tax planning strategies, investment management, retirement income strategies, saving for education, charitable giving, estate planning, insurance, and wealth preservation strategies among others.
Where is Annie Pereyra - Financial Advisor, Ameriprise Financial Services, LLC located?
The office is located at 800 Westchester Ave, Ste 300, Rye Brook, NY 10573, USA.
What are the office hours for Annie Pereyra's Ameriprise financial advisory?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Annie Pereyra for a financial consultation?
You can contact Annie Pereyra by phone at +1 914-269-6721 or email at Annie.Pereyra@ampf.com. You can also make appointments online through her appointment booking URL.
Does Annie Pereyra offer online or onsite appointment options?
Yes, Annie Pereyra offers both online appointments and onsite services to accommodate client needs.
What nearby financial services can assist clients visiting Annie Pereyra's office?
Nearby financial service providers include Oxler Private Wealth and Ameriprise Financial Services, Inc, which may offer complementary financial advising and investment services.
Are there any nearby real estate agencies close to Annie Pereyra's office?
Yes, nearby real estate agencies include Rpw Group, Mioym Group, Commercial Real Estate at Houlihan Lawrence, and Houlihan Lawrence - Rye Brook Real Estate, which can be convenient for clients interested in real estate investments or services.
What are some nearby points of interest or businesses clients might visit before or after their financial consultation?
Clients can visit local businesses such as Cambium Group LLC (a bank and credit union), Alliance Animal Health (veterinarian services), and Tartaglia Law Group (legal services) near the office at 800 Westchester Ave.
How can I verify professional credentials for Annie Pereyra as a financial advisor?
You can verify financial professional credentials and conduct background checks via FINRA's BrokerCheck website linked from the featured message.
What social media platforms can I use to follow or contact Annie Pereyra's financial services?
You can follow or contact through Facebook at /RisePrivateWealthManagement and on Instagram under the handle riseprivatewealthmanagement.