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James P Lombardo, Private Wealth Advisor serving the New York, NY area - Ameriprise Advisors

James P Lombardo

CRPC

Private Wealth Advisor

Managing Director
Clear Ocean Capital Advisors
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 15 reviews

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

Areas of focus

  • Charitable Giving
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Investment Management

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Ameriprise Circle of Success, 2020, 2021
  • Clear Ocean Capital Advisors, Ameriprise Client Experience Award, 2021