ameripriseadvisors.com/scott.j.roslonowski/
My Approach
I am passionate about working with clients to help them meet their financial needs and plan for the future. I will look at your entire financial picture, including cash reserves and debt management, investments, protection and taxes. I also ask the right questions and listen closely to your answers. That way, you can feel confident that the advice I provide reflects your personal dreams and goals.
Areas of Focus
- Retirement Planning Strategies
- Retirement Income Strategies
- Insurance
- Wealth Preservation Strategies
- Retirement Plan Distribution
- Family Finances
- Education Planning
- Cash Flow Management Strategies
- Tax Planning Strategies
- Estate Planning Strategies
- Domestic Partner Planning
License information
I am licensed and registered to conduct business in FL.
Based on licenses and registrations I hold, I may also conduct business in NY, IN, IL, VA, NJ, PA, GA.
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6767 N Wickham Rd
Ste 107
Melbourne, FL 32940-2024
Ste 107
Melbourne, FL 32940-2024
- The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
- As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
- 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.