Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Michael Alimi, Private Wealth Advisor serving the Boston, MA area - Ameriprise Advisors

Michael Alimi

CRPC®

Private Wealth Advisor

Managing Director
Visit Michael Alimi's website
David Shnitzer, Financial Advisor serving the Boston, MA area - Ameriprise Advisors

David Shnitzer

CFP®, CRPC®, APMA®

Financial Advisor

Vice President
Visit David Shnitzer's website

Team

Joan Smith

Client Service Coordinator