Summit Lake Financial Management Group - Ameriprise Financial Services, LLC
Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
At Summit Lake Financial Management Group, a financial 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 Valhalla, 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
Summit Lake Financial Management Group - Ameriprise Financial Services, LLC
100 Summit Lake Drive, Valhalla, NY
10595, United States
Hours
Frequently Asked Questions About Summit Lake Financial Management Group - Ameriprise Financial Services, LLC
What is the full name and affiliation of the financial advisory practice located at 100 Summit Lake Drive, Suite 150 in Valhalla, NY?
The financial advisory practice is Summit Lake Financial Management Group, a part of Ameriprise Financial Services, LLC.
What financial services and specialties does Summit Lake Financial Management Group offer?
They specialize in investment management, tax planning strategies, wealth preservation, saving for education, charitable giving, retirement planning, business retirement plans, estate planning strategies, and executive compensation and benefit strategies.
What are the business hours for Summit Lake Financial Management Group?
They are open Monday through Friday from 9:00 AM to 5:30 PM and closed on weekends.
Does Summit Lake Financial Management Group offer online appointment scheduling?
Yes, they provide online appointment options.
How can I contact Summit Lake Financial Management Group?
You can reach them by phone at +1 914-747-0200 or email at donald.j.amoruso@ampf.com.
Where can I find more information about the credentials of financial advisors at Summit Lake Financial Management Group?
More info is available at FINRA's BrokerCheck website.
What nearby educational institution is close to Summit Lake Financial Management Group that clients might visit?
Pace University Human Resources is nearby, providing an opportunity for clients associated with Pace University to conveniently access financial planning services.
Are there other financial services providers located near Summit Lake Financial Management Group?
Yes, there are several nearby financial service offices such as Gregory Feighan - Ameriprise Financial Services, LLC, Robert E Feighan - Ameriprise Financial Services, LLC, and Donald Amoruso - Financial Advisor, Ameriprise Financial Services.
What nearby companies might be of interest to clients visiting Summit Lake Financial Management Group?
Nearby companies include RWE Clean Energy and Pepsi-Cola Bottling Company, providing clients a chance to explore local industry leaders or enjoy nearby amenities before or after their appointment.
How can visiting local points of interest like Academy of Management and Summit Chiropractic Care PC enhance a client's experience in Valhalla?
Clients can attend events or meetings at the Academy of Management or schedule a health consultation at Summit Chiropractic Care PC, making their visit to Valhalla both productive and well-rounded.