Certified by Patricia Trotta - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
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 Matawan, NJ area, Patricia Trotta 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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Certified by Patricia Trotta - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
What services does Patricia Trotta - Financial Advisor, Ameriprise Financial Services, LLC offer?
They offer financial planning, investment services, and financial advisory to help clients set and achieve their financial goals.
Where is Patricia Trotta - Financial Advisor, Ameriprise Financial Services, LLC located?
They are located at 14 Cliffwood Ave, Ste 230, Matawan, NJ 07747, USA.
How can I contact Patricia Trotta for financial advisory services?
You can contact them by phone at +1 732-898-6777 or email Patricia.Trotta@ampf.com.
Does Patricia Trotta - Financial Advisor offer online appointments?
Yes, they offer online appointments as well as onsite services.
Where can I find more information about Patricia Trotta's professional credentials?
More information is available at FINRA's BrokerCheck website (http://brokercheck.finra.org/).
What is the website for Patricia Trotta's financial advisory services?
Their website is https://www.ameripriseadvisors.com/Patricia.Trotta/.
Are there other financial service providers near Patricia Trotta's office?
Yes, nearby financial service providers include Michael R Gould - Ameriprise Financial Services, LLC; Adaptive Financial Solutions; Eric Kalma - Private Wealth Advisor; and Margaret Kelleher - Financial Advisor.
What nearby dining options are available near Patricia Trotta's office?
Nearby dining options include Attilio's Ristorante & Pizzeria, Evan's Restaurant, Famiglia Bistro Pizzeria, and Bagel Factory Cafe, great places to enjoy a meal before or after your appointment.
Are there convenient ATMs or banking services close to Patricia Trotta's office?
Yes, there are several ATMs nearby including PNC ATM, LibertyX Bitcoin ATM, and Santander Bank ATM for your financial convenience.
What nearby amenities or services are available for customers visiting Patricia Trotta's office?
Customers can access various services nearby like Walgreens pharmacy, Western Union money transfer, UPS Access Point location for shipping, and local counseling services at Success On The Spectrum.
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Certified August 16, 2026Yext Knowledge Graph
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