Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Vicki W Li, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Vicki W Li

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Vicki W Li's website

Team

Mark Wells

Registered Support Assistant