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 Independence, OH area, Rosalie Scafidi 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 Rosalie Scafidi - Financial Advisor offer?
Rosalie Scafidi offers services including retirement planning strategies, saving for education, and family finances.
What specialties does this financial advisor have?
Specialties include tax planning strategies, retirement planning strategies, investments, executive compensation and benefit strategies, family finances, saving for education, estate planning strategies, charitable giving, and retirement income strategies.
Where is Rosalie Scafidi - Financial Advisor located?
The office is located at 6060 Rockside Woods Blvd N, Ste 141, Independence, OH, 44131, USA.
How can I contact Rosalie Scafidi - Financial Advisor?
You can contact via phone at +1 216-447-8960, email at rosalie.x.scafidi@ampf.com, or visit her contact page online.
Does Rosalie Scafidi offer online or onsite appointments?
Yes, she offers both online appointments and onsite services.
Which professional credentials does Rosalie Scafidi hold?
Rosalie Scafidi holds the CFP (Certified Financial Planner) and CPA (Certified Public Accountant) designations.
Can you provide Rosalie Scafidi's professional social media and web presence?
Her LinkedIn profile is https://www.linkedin.com/pub/rosalie-scafidi-cpa-cfp%C2%AE/3/346/585, Facebook at https://www.facebook.com/Ameriprise/, Instagram handle 'ameriprise', and her website is https://www.ameripriseadvisors.com/rosalie.x.scafidi/.
What nearby businesses might clients visit before or after their meeting with Rosalie Scafidi?
Nearby businesses include Computer Aided Technology (software development), DGL Consulting Engineers, and FranNet of Northern Ohio (business brokers), useful for clients interested in technology, engineering, or business services.
Are there any nearby legal or financial services that complement Rosalie Scafidi's offerings?
Yes, nearby are legal firms like Robin J Peterson Company and Dreyfuss Williams Law, as well as Harbor Light Wealth Advisors, which provide complementary legal and financial advising services.
What nearby medical and wellness services are around Rosalie Scafidi's office?
Clients can find Clarkson Eyecare for optometry services, Cleveland Foot & Ankle Clinic for podiatry, and Michael Miller, PhD for psychological services nearby.