Advisor photo for Joseph P Lombardi

Joseph P Lombardi

MBA, CFP®, ChFC®, CRPC, APMA

Private Wealth Advisor
President of
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Market volatility

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Saving for the future

Whether you’re saving for a major purchase or simply meeting today’s needs, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as a focus on tracking your progress, I can help you achieve your financial goals and adjust to whatever life brings.

See how to get started with personalized advice

Featured insights

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Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2024 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to help clients with their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the outstanding service you provide to all of our clients.