Advisor photo for Joseph Feola

Joseph Feola

CFP®

Private Wealth Advisor
Chief Financial Officer of
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Financial advice

    Discover services and solutions that fit your financial needs and priorities.
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  • Connect with me

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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  • Proud to be recognized”

    2022 Ameriprise Client Experience Award recipient

    Thank you

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

My commitment to clients

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

I 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 and 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 me safely and securely.

Ready to learn more about how I can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

Featured insights

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Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, OakHeart Financial Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.