OUR APPROACH

We believe your financial plan is unique and you deserve a personalized approach. No two families are exactly alike, therefore no financial plan is exactly alike. Being in financial services for many years, our team has developed a process which helps to put clients in the best financial position to succeed. The first step in our process is asking the right questions to get a picture of your financial situation and where you are today. Next, we work to understand what your goals are now and for the future. Now that we understand your goals, we provide an honest assessment of how attainable those goals are. Which goals are most realistic? Which are your priorities? Then we explore what actions you need to take to get there. Lastly, and most importantly, we track your progress toward achieving your goals. Having a tried-and-true formula helps provide a firm foundation so you know what to expect and you can feel confident we are being thorough.

Ameriprise Financial cannot guarantee future financial results.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Our advisors

Vincent Petrangelo

Branch Manager

Managing Director
Learn more about Vincent Petrangelo

Nico Santaniello

Financial Advisor

Vice President
Learn more about Nico Santaniello


Our team

Susan Natale

Susan Natale

Client Service Associate

Personal Intro

Susan has been in the investment industry for over 21 years. She graduated from Springfield Technical Community College with an Associate's degree in Business; then went on to get her bachelor’s degree in marketing at American International College. She oversees all the administrative and client service requests for the team. In her spare time, she loves to spend time relaxing with family, a good movie and a nice glass of wine.

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