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 Providence, RI area, Gene Lonergan 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
Gene Lonergan - Private Wealth Advisor, Ameriprise Financial Services, LLC
1 Citizens Plz, Providence, RI
02903, United States
Hours
Frequently Asked Questions About Gene Lonergan - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Gene Lonergan offer as a Private Wealth Advisor?
Gene Lonergan offers services including retirement planning strategies, executive compensation and benefit strategies, wealth preservation strategies, business retirement plans, retirement plan distribution, investments, estate planning strategies, and saving for education.
Where is Gene Lonergan's office located?
The office is located at 1 Citizens Plaza, Suite 610, Providence, RI 02903, United States.
What are the office hours for Gene Lonergan's financial advisory services?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Does Gene Lonergan offer online appointments?
Yes, online appointments are available
How can I contact Gene Lonergan to schedule a financial consultation?
You can contact Gene Lonergan by phone at +1 401-824-2529 or send an email to Eugene.Lonergan@ampf.com. You can also schedule an appointment through the online reservation link on his website.
Is Gene Lonergan affiliated with any professional organizations?
Yes, Gene Lonergan is associated with the CFP (Certified Financial Planner) organization.
What languages are spoken at Gene Lonergan’s office?
The services are provided in English.
What nearby financial services are available around Gene Lonergan's office?
Nearby financial services include BeaconPoint Wealth Advisors, Kevin Doyle - Ameriprise Financial Advisor, Wells Fargo Advisors, Merrill Lynch Wealth Management, and George Buchholz - Ameriprise Financial Services, LLC. These nearby firms can be options for comparison or collaboration in financial planning and investment.
Are there any notable landmarks or event venues near Gene Lonergan's office?
Yes, One Citizens Plaza and Citizens Bank Providence Headquarters are nearby landmarks that also offer event planning services, which could be useful for networking events or corporate meetings in the area.
What are some nearby leisure or dining options customers can enjoy when visiting Gene Lonergan's office?
Customers can visit nearby leisure spots such as La Gondola Providence for boat tours and Fat Belly’s Irish Pub for dining and drinks, ideal for relaxing before or after financial consultations.