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Our financial advice team


Joe Cullen

Financial Advisor

Resolute Point Private Wealth
41
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

  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Women's Financial Strategies

Education

  • St Bonaventure Univ BA Sociology

Previous experience

  • Quick & Reilly Inc, Broker & Branch Manager, 1983 - 2001
  • T.O. Richardson Securities, 2001 - 2002
  • New England Securities, 2003-2009
  • JP Morgan/Chase Investments, 2009 - 2018

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Former Board member and coach - North Stamford Little League & Stamford Babe Ruth

Interests

Skiing, Vermont, Swimming, Cycling, Sports - Baseball - NY Yankees, Football - NY Football Giants, College Hoops, St Bonaventure Bonnies, Cooking, Antiquing, Cape Cod