Advisor profile


My approach

Carl Nicolosi - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Carl Nicolosi - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Business Retirement Plans
  • Investment Management
  • Investments
  • Saving for Education
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning
  • Insurance
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 66, 24
  • NY State Life, Accident and Health Insurance License
  • CRPC® Chartered Retirement Planning Counselor℠

Interests

I enjoy playing golf at Saratoga National, sailing on the lakes of Upstate NY and traveling the USA

Community participation

Volunteering at St. Mary's Galway, cooking and serving

  • St. Mary's Galway

Professional associations

  • Great Sacandaga Lake Association Business Member

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.