Ameriprise Financial
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Ameriprise Financial is a leading financial advisory firm based in Glen Cove, NY, offering personalized and comprehensive financial planning services. With over 26 years of experience, Lisa Guerrera, a dedicated financial advisor, provides 1-on-1 advice tailored to clients' goals and needs, offering recommendations for a diversified portfolio and solutions to protect against uncertainty. Regular meetings and anytime access to investments and digital tools ensure clients stay on track towards their financial goals.
Ameriprise Financial, a registered investment adviser, focuses on sustainable and responsible investing, retirement planning strategies, tax planning strategies, insurance, and saving for education. Lisa Guerrera, a Cornell University graduate, is passionate about hiking, birding, theatre, film, and yoga. Committed to privacy and security, Ameriprise Financial emphasizes protecting clients' information and online security.
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