Lauren Rosenberg-Moffitt - Financial Advisor, Ameriprise Financial Services, LLC
-
98 Cuttermill Rd
, Ste 248 S
Great Neck, New York 11021 - (516) 570-4300
- Website
Hours
Chamber Rating
About
Lauren Rosenberg-Moffitt - Financial 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 Great Neck, NY area, Lauren Rosenberg-Moffitt 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.
Contact Info
- (516) 570-4300
- [email protected]
- Website
Services
- Investments
- Retirement Planning Strategies
- Women's Financial Strategies
Languages
- English
Specialities
- Investments
- Women's Financial Strategies
- Small Business
- Retirement Planning Strategies
- Estate Planning Strategies
- Tax Planning Strategies
- Sustainable and Responsible Investing
- Business Retirement Plans
- Retirement Income Strategies
- Wealth Preservation Strategies
Questions & Answers
Q What is the phone number for Lauren Rosenberg-Moffitt - Financial Advisor, Ameriprise Financial Services, LLC?
A The phone number for Lauren Rosenberg-Moffitt - Financial Advisor, Ameriprise Financial Services, LLC is: (516) 570-4300.
Q Where is Lauren Rosenberg-Moffitt - Financial Advisor, Ameriprise Financial Services, LLC located?
A Lauren Rosenberg-Moffitt - Financial Advisor, Ameriprise Financial Services, LLC is located at 98 Cuttermill Rd, Ste 248 S, Great Neck, New York 11021
Q What is the internet address for Lauren Rosenberg-Moffitt - Financial Advisor, Ameriprise Financial Services, LLC?
A The website (URL) for Lauren Rosenberg-Moffitt - Financial Advisor, Ameriprise Financial Services, LLC is: https://www.ameripriseadvisors.com/lauren.s.rosenberg-moffitt/
Q How big is Lauren Rosenberg-Moffitt - Financial Advisor, Ameriprise Financial Services, LLC?
A Lauren Rosenberg-Moffitt - Financial Advisor, Ameriprise Financial Services, LLC employs approximately 20+ people.
Q What days are Lauren Rosenberg-Moffitt - Financial Advisor, Ameriprise Financial Services, LLC open?
A Lauren Rosenberg-Moffitt - Financial Advisor, Ameriprise Financial Services, LLC is open:
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Hours
Ratings and Reviews
Lauren Rosenberg-Moffitt - Financial Advisor, Ameriprise Financial Services, LLC
Overall Rating
Overall Rating
( 0 Reviews )Michael C. on Yelp
Lauren is the best financial advisor and service provider I have had in my life. She makes you feel like you are her only client. She engages in your personal life to help you with your financial planning. She sees things you don't see. She calls out options and is truly objective. I waited for years after being referred to Lauren to actually engage with her. I can honestly said 10 years later, I wish I hadn't waited.I could offer lots of examples of personal experiences with Lauren that makes me such a satisfied client. Instead I will say this, whatever fee I pay to Lauren and Ameriprise is worth it. She helps me manage my portfolio in a way that is individualized to me. She takes ideas, she offers guidance, she looks out for me.The only thing I can say is I wish I had a Lauren in other parts of my life.
Overall Rating
Overall Rating
( 0 Reviews )Write a Review
Financial Planner Near Me in Great Neck, NY
Merrill Lynch Financial Advisor Robert T Steck
Great Neck, NY 11021
516-498-3329 ( 0 Reviews )
Merrill Lynch Financial Advisor Matt Tarin
Great Neck, NY 11021
516-498-3360 ( 0 Reviews )
Early Bird Capital Inc
Great Neck, NY 11021
(516) 482-5402 ( 0 Reviews )
Marin Associates Ltd
Great Neck, NY 11021
(516) 466-4656 ( 0 Reviews )
Citi Pwm
Great Neck, NY 11021
(516) 482-1520 ( 0 Reviews )
Financial Management Co
Great Neck, NY 11021
(516) 466-2787 ( 0 Reviews )
Merrill Lynch Financial Advisor Neal D. O Sullivan
Great Neck, NY 11021
516-498-3474 ( 0 Reviews )
Merrill Lynch Financial Advisor Seth B Kaplan
Great Neck, NY 11021
516-498-3359 ( 0 Reviews )