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 Canfield, OH area, Lori Allegretto 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
Lori Allegretto - Financial Advisor, Ameriprise Financial Services, LLC
4137 Boardman Canfield Rd, Canfield, OH
44406, United States
Frequently Asked Questions About Lori Allegretto - Financial Advisor, Ameriprise Financial Services, LLC
Who is Lori Allegretto and what services does she offer?
Lori Allegretto is a financial advisor with Ameriprise Financial Services, LLC, serving clients in Canfield, OH. She offers financial planning, wealth preservation strategies, retirement planning, and education planning services.
How can I contact Lori Allegretto for financial advisory services?
You can contact Lori Allegretto via phone at +1 330-921-9893 or email lori.p.allegretto@ampf.com. Additionally, you can book an appointment through her contact page on the Ameriprise website.
Does Lori Allegretto offer appointments online or onsite?
Yes, Lori Allegretto offers both online appointments and onsite services at her office in Canfield, OH.
What professional certifications does Lori Allegretto hold?
Lori Allegretto is associated with the CFP (Certified Financial Planner) designation, indicating her expertise in financial planning.
What is the address and location of Lori Allegretto's office?
Her office is located at 4137 Boardman Canfield Rd, Ste 109, Canfield, OH 44406, United States.
Where can I find more information about Lori Allegretto's professional background?
More information about Lori Allegretto can be found on her LinkedIn page at https://www.linkedin.com/company/ameriprise-financial-services-llc and on her Ameriprise advisor webpage.
Which financial services competitors are located near Lori Allegretto's office?
Nearby financial services include Merrill Lynch Wealth Management, Key Private Bank, Premier Bank Wealth Office, and Intellectual Wealth Group which are close to Lori Allegretto's office and could be other options for financial advice.
What medical centers are near Lori Allegretto's office that clients might visit?
There are several medical centers nearby including Ross Myers, MD; Ramy Sabe, MD; Kathleen Maxwell, CNP, CNS; Michael Saalouke, MD; Senthilkumar Sankararaman, MD; Jessica Goldstein, MD; Dr. Booker T. Bair; and After Hours Pediatrics, which clients may visit before or after their financial planning sessions.
Are there any nearby real estate services to Lori Allegretto's office?
Yes, James Richmond Realtor at Narducci Realty Group is located nearby, providing real estate and property management services which may complement your financial planning needs.
How might the nearby places enhance a visit to Lori Allegretto's office?
Clients visiting Lori Allegretto can conveniently access nearby medical centers for healthcare needs, financial institutions like Merrill Lynch and Premier Bank for additional financial services, and local real estate agents for property interests, allowing a comprehensive approach to personal planning in one area.