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Louis J Perry, Financial Advisor serving the Mount Laurel, NJ area - Ameriprise Advisors

Louis J Perry

Financial Advisor

Cifelli Wealth Management
22
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

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

  • BS, Accounting, Penn State University, University Park, PA

Awards & recognition

  • Cifelli Wealth Management, Ameriprise Client Experience Award, 2020-2023

Interests

I love spending time with the family and friends at our beach in Brigantine. As a Penn State season ticket holder for many years I try to attend as many home and away games along with bowl games as possible. I also follow all the Philadelphia pro sports teams.
My favorite times are spent with my three grandchildren as often as possible.