Emails

• geri.e.pell@ampf.com

Additional Links

• website https://www.ameripriseadvisors.com/geri.e.pell/
• reservation https://www.ameripriseadvisors.com/geri.e.pell/contact
• https://www.facebook.com/PellW...
• http://twitter.com/PellWealth

Hours of Operation

• M-F 9am-5:30pm
• Sa-Su Closed

Specialties

• Executive Compensation and Benefit Strategies
• Sustainable and Responsible Investing
• Retirement Planning Strategies
• Wealth Preservation Strategies
• Family Finances
• Women's Financial Strategies
• Divorce Financial Planning
• Financial Strategies for LGBTQ Couples and Families
• Charitable Giving
• Intergenerational Planning
• Insurance
• Estate Planning Strategies
• Saving for Education
• Small Business

Associations

• MBA
• CFP
• CDFA

Services

• Retirement Planning Strategies
• Wealth Preservation Strategies
• Women's Financial Strategies

Languages Spoken

• English

About Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC

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 Rye Brook, NY area, Geri Pell 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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