At VERITA WEALTH ADVISORY GROUP, 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 Tarrytown, 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.
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VERITA WEALTH ADVISORY GROUP - Ameriprise Financial Services, LLC
Frequently Asked Questions About VERITA WEALTH ADVISORY GROUP - Ameriprise Financial Services, LLC
What services does VERITA WEALTH ADVISORY GROUP offer?
VERITA WEALTH ADVISORY GROUP offers wealth preservation, investments, retirement planning, estate and tax planning strategies, insurance, and small business financial services.
Where is VERITA WEALTH ADVISORY GROUP located?
It is located at 520 White Plains Rd, Ste 500 - 5023, Tarrytown, NY 10591, United States.
What are the business hours of VERITA WEALTH ADVISORY GROUP?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and closed on weekends.
How can I contact VERITA WEALTH ADVISORY GROUP?
You can reach them by phone at +1 914-997-7526 or email anthony.j.leopizzi@ampf.com.
Does VERITA WEALTH ADVISORY GROUP provide online appointments or onsite services?
Yes, they offer both online appointments and onsite services.
Is VERITA WEALTH ADVISORY GROUP affiliated with any larger financial company?
Yes, it is a private wealth advisory practice of Ameriprise Financial Services, LLC.
Where can I find more information about VERITA WEALTH ADVISORY GROUP online?
More information is available on their website at ameripriseadvisors.com/team/verita-wealth-advisory-group/contact and their Facebook page at facebook.com/veritawealthadvisorygroup.
What languages are spoken at VERITA WEALTH ADVISORY GROUP?
Services are provided in English.
What nearby businesses could I visit around VERITA WEALTH ADVISORY GROUP?
Nearby you can find several businesses including Marketing Visions (advertising agency), Graves Brothers Home Improvement (appliance store), and Pinnacle Planning Group (financial advising).
How can nearby points of interest assist me in visiting VERITA WEALTH ADVISORY GROUP?
Nearby companies like Regus offer shared office spaces which could be useful if you're attending meetings in the area. Additionally, nearby restaurants like K&S Catering provide dining options before or after your visit.
Are there any nearby professional services that complement VERITA WEALTH ADVISORY GROUP's services?
Yes, nearby services include The Shelton Law Firm for legal matters, RSK Tax and Consulting Service for tax advice, and VisaPro Immigration Law Office for immigration assistance, providing comprehensive support for clients' needs.