Carlos De Leon, Financial Advisor serving the Springfield, MA area - Ameriprise Advisors

Carlos De Leon

Financial Advisor

Client Satisfaction 5.0 / 5 rating based on 3 reviews

Introduce me

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How I work

I provide personalized advice based on what’s most important to you.
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Market volatility

Stay on track with your financial goals during changing market conditions.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

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2023 stock market reflections: The year’s highs and lows December 04, 2023 Read more

Have the storm clouds passed? November 20, 2023 Read more

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3 steps to weather an uncertain end to 2023

3 steps to weather an uncertain end to 2023

As the year winds down, investors may have more questions than answers about where the market and economy are headed. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares three steps that investors can take to help weather the present uncertainty as 2023 ends. (5:19)

November 08, 2023 Play video

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Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Financial advice I can count on

Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)

Carlos De Leon may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.