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An Ameriprise Private Wealth Advisory Practice

 
 
Matthew R Rotella Ameriprise Financial Advisor

Matthew R Rotella

CFP®, CRPC®

Senior Financial Advisor

 

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(973) 616-8020

matthew.r.rotella@ampf.com

 
 
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BURKLOW, ROTELLA & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Office Location

69 Newark Pompton Tpke
Riverdale, NJ 07457-1426
Map (973) 616-8020

License Information

I am licensed and registered to conduct business in NJ.

Based on licenses and registrations I hold, I may also conduct business in CT, CA, ME, MA, MD, RI, GA, MI, VA, FL, NY, VT, TX, AZ, MO, PA, NH, NC, SC, CO.

Converting to a Roth?

Are you thinking about converting a traditional IRA or 401(k)-type plan to a Roth IRA? There are additional tax benefits for Roth conversions during 2010. I can help you decide whether a Roth conversion is right for you.

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  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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