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 New Hope, PA area, Lisa Policare 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.
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Online appointmentsAvailable
Onsite servicesAvailable
Wheelchair accessible entranceAvailable
Location
Lisa Policare - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Lisa Policare - Financial Advisor, Ameriprise Financial Services, LLC
What services does Lisa Policare - Financial Advisor, Ameriprise Financial Services, LLC offer?
They provide financial advisory services including retirement planning strategies, investment management, and estate planning strategies in New Hope, PA.
Where is Lisa Policare - Financial Advisor, Ameriprise Financial Services, LLC located?
The office is located at 6444 Lower York Road, US 202, New Hope, PA 18938, USA.
What are the business hours for Lisa Policare - Financial Advisor, Ameriprise Financial Services, LLC?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Is the Lisa Policare office accessible for people with disabilities?
Yes, the office has a wheelchair accessible entrance.
Can I schedule an online appointment with Lisa Policare?
Yes, online appointments are offered for your convenience.
How can I contact Lisa Policare - Financial Advisor?
You can reach them by phone at +1 215-862-7080 or via email at lisa@teampwp.com.
What nearby financial advisory services are available around Lisa Policare's office?
Nearby financial advisory options include Penn Wealth Planning, Rockwood Wealth Management, Secured Steps - Special Needs Planning with Jeff Llewellyn, and Karen Junod - State Farm Insurance.
Are there nearby hotels where clients can stay when visiting Lisa Policare's office?
Yes, nearby hotels include The Ramada (Nevermore Hotel) of New Hope, New Hope Inn and Suites, Ramada New Hope, and Clarion Inn & Suites New Hope-Lambertville.
What dining options are close to Lisa Policare's location?
Nearby dining options include Bonfire Bar & Grill, Giuseppe's Pizza and Family Restaurant, Guiseppe's Pizzeria, HG Wood Fired Pizza, and New Hope Star Diner.
Are there wellness and spa services near Lisa Policare's office for relaxation before or after appointments?
Yes, nearby wellness options include Azu’s Nail Salon, Serenity SPA, Tropic Tanning, Halcyon Center, and The Halcyon Center LLC.