At Lombardi and 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 Rye Brook, 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
Lombardi and Associates - Ameriprise Financial Services, LLC
Frequently Asked Questions About Lombardi and Associates - Ameriprise Financial Services, LLC
What are the main services offered by Lombardi and Associates - Ameriprise Financial Services, LLC?
Lombardi and Associates specializes in financial planning, investment management, retirement planning, cash flow management, estate planning, and wealth preservation strategies.
Where is Lombardi and Associates located?
They are located at 800 Westchester Ave, Ste 508, Rye Brook, NY 10573, USA.
What are the business hours of Lombardi and Associates?
They are open Monday to Friday from 8:00 AM to 6:00 PM and closed on Saturdays and Sundays.
How can I contact Lombardi and Associates?
You can contact them by phone at +1 914-253-0880 or via email at Lombardiandassociates@ampf.com.
Does Lombardi and Associates offer online appointments?
Yes, they offer online appointments and onsite services for their clients.
How can I book a consultation with Lombardi and Associates?
Consultations can be booked through their contact page at https://www.ameripriseadvisors.com/team/lombardi-and-associates/contact.
Is Lombardi and Associates associated with any social media platforms?
Yes, you can find them on Facebook at https://www.facebook.com/lombardiandassociates and on Instagram under the handle 'ameriprise'.
Are there other financial advisory services near Lombardi and Associates?
Yes, nearby financial advisory firms include Navis Wealth Advisors, Oxler Private Wealth, and several Ameriprise Financial Services advisors such as Joseph P Lombardi, Douglas Mark, Julie Wendholt, Nicholas Lombardi, Daniel Ahearn, Geri Pell, Anthony Rizzuto, Paul D Santucci, and Scott LaDore.
What nearby businesses could assist me if I'm interested in real estate after visiting Lombardi and Associates?
Nearby real estate services include Mioym Group, Commercial Real Estate at Houlihan Lawrence, Rpw Group, and Houlihan Lawrence - Rye Brook Real Estate which can assist with property investment and purchases.
Can I combine my visit to Lombardi and Associates with other local services or events?
Yes, visitors can explore nearby places like 800 Westchester Avenue, a landmark and event planning location, and also consider services such as Alliance Animal Health for veterinary needs or Tartaglia Law Group for legal support.