Specialties
Retirement Income Strategies, Wealth Preservation Strategies, Family Finances, Estate Planning Strategies, Retirement Planning Strategies, Intergenerational Planning, Financial Planning for Small Business
Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC Verified by Yext
Listed In: Financial Planning Firms, Investment Services Firms
At Root, Borajkiewicz, Lucarelli Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life,… At Root, Borajkiewicz, Lucarelli Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Old Saybrook, CT area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Read more
Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC
191 Main St, Ste 2101 Bldg 2, Old Saybrook, CT
191 Main St, Ste 2101 Bldg 2, Old Saybrook, CT
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Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC
30 Waterside Dr, Ste 302, Farmington, CT (59 Km Away)
Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC
250 State St, Unit E1, North Haven, CT (43 Km Away)