Advisor photo for Rocco A Carriero

Rocco A Carriero

MBA, CRPC, APMA

Private Wealth Advisor
Chartered Retirement Planning Counselor™
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Your financial priorities

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  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Prepare for all market conditions

Navigating changing markets can be a challenge. But sound financial advice can help you better position your portfolio to potentially take advantage of opportunities and mitigate loss. I am committed to understanding your goals and am here to provide personalized financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we build together is designed to factor in market ups and downs.
Contact me for a complimentary initial consultation to discuss your financial goals

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Honored to be recognized in AdvisorHub magazine

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. AdvisorHub magazine has recognized this dedication by including me on their 2024 Advisors to Watch (under $1Bil) list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!