Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance

Awards & recognition

  • Comprehensive Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2024
  • Paul C Carbetta, AdvisorHub Fast Growing Advisors to Watch, 2023
  • Paul C Carbetta, Barron’s Top 100 Independent Financial Advisors, 2016-2018,2022
  • Paul C Carbetta, Barron’s Top 1,200 Financial Advisors, 2016-2024
  • Paul C Carbetta, Forbes Best-in-State Wealth Advisors, 2018-2024
  • Paul C Carbetta, Ameriprise Circle of Success Hall of Fame, 2022
  • Paul C Carbetta, Ameriprise Circle of Success, 2008-2024
  • Paul C Carbetta, Ameriprise Chairman's Advisory Council, 2011-2024

Community participation

Ameriprise Financial - National Day of Service at Mid-Ohio Foodbank

Friendly House, Mansfield, Ohio

Mastiffs to Mutts Rescue Inc.

Henry Solomon Lehr Society, Ohio Northern