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Jennifer Paolicelli, Financial Advisor serving the Goshen, NY area - Ameriprise Advisors

Jennifer Paolicelli

APMA

Financial Advisor

Seven Bridges Wealth Advisors
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Community participation

Goshen Chamber of Commerce

Adopt-a-Highway Program

Annual Ameriprise Day of Service - Friends, family and clients joined together to give the Food Bank of the Hudson Valley a helping hand.

Pajama Drive for a Friends House through HONOR

Adopt-a-family through the Orange County Mental Health Organization

Interests

I enjoy spending time with my husband Anthony and our two children, Nicole and Anthony. Relaxing at the lake and enjoying quality family time together!