SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
Our team left to right : E . JUSTIN SIMONE , CFP ®, CRPS™ , APMA™ , CMFA ®, Financial Advisor | Associate Vice President ;
MARILYN CARROLL , Client Service Associate ; EUGENE GEORGE SIMONE , CRPC™ , CMFA ®, Financial Advisor ; ED PONTARELLI , CRPC™ , APMA™ , Financial Advisor , Managing Director ; CARRIE A . MCPHERSON , CRPS™ , CDFA ®, ChSNC ® Financial Advisor | Associate Vice President ; CHRISTOPHER MEDEIROS , Financial Advisor ; MARIE DAVIDSON , Client Service Associate | Practice Manager .
PARK ROW WEALTH ADVISORS A FINANCIAL ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES , LLC
As specialists in entrepreneurial and comprehensive financial planning , our mission is to provide our clients with a dedicated financial advisory experience .
Our clients enjoy working with us because we are diligent in gaining a deep understanding of what is most important to them so that they feel supported by the strategies we recommend . Each relationship commands attention to complex and unique financial needs throughout each stage of life and beyond . We build lifelong financial advisory relationships by providing personalized , specific and actionable recommendations that are customized to meet our clients ’ needs and goals .
In aligning life goals with financial objectives , we help to develop a healthy balance among personal and financial resources . We are committed to consistent communication because it is crucial to success .
We value and encourage an open exchange of ideas between our clients ’ trusted advisors because we believe collaboration is important to financial success . We can bring together a team to deliver a valued experience for a common goal : your financial future .
We focus on integrating key areas , including investment planning , insurance protection , resource management , business succession planning , as well as estate and legacy planning strategies to provide a holistic and thorough financial experience .
As a client of Park Row Wealth Advisors , you are always a name and never a number . Reach out today for a complimentary initial consultation . Areas of focus
• Investment Management
• Small Business Owners
• Succession Planning
• Business Retirement Plans
• Retirement Planning Strategies
• Intergenerational Wealth Transitions
• Women ’ s Financial Strategies
• Divorce Financial Analysis
• Wealth Preservation Strategies
• Tax Planning Strategies
• Executive Compensation and Benefit
Strategies
• Estate Planning Strategies
• Cash Flow Management Strategies
• Social Security Retirement Benefits
• Charitable Giving
• Insurance
• Saving for Education
1 Citizens Plaza , Suite 610 Providence , RI 401-824-2557 ameripriseadvisors . com / team / park-row-wealth-advisors
The Certified Military Financial Advisors program is not affiliated or endorsed by the U . S . Department of Defense , or any other federal or state government program . For the most current rules , regulations and laws regarding benefits offered through the federal government or Department of Defense , please consult with their websites or contact the appropriate offices directly . Ameriprise Financial cannot guarantee future financial results . Ameriprise Financial , Inc . does not offer tax or legal advice . Consult with a tax adviser or attorney . Investment products are not insured by the FDIC , NCUA or any federal agency , are not deposits or obligations of , or guaranteed by any financial institution , and involve investment risks including possible loss of principal and fluctuation in value . Investment advisory products and services are made available through Ameriprise Financial Services , LLC , a registered investment adviser . Securities offered by Ameriprise Financial Services , LLC . Member FINRA and SIPC . © 2024 Ameriprise Financial , Inc . All rights reserved . PAID ADVERTISING .
150 RHODE ISLAND MONTHLY l AUGUST 2024