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Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC Owner verified
250 State St Unit E1 North Haven, CT, 06473Last time updated: 3/13/25, 8:54 AM
About
At Root, Borajkiewicz, Lucarelli Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the North Haven, CT area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Frequently Asked Questions
Which days is Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What languages does Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC specialize in?
English.
What are Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC specialties?
Retirement Income Strategies, Wealth Preservation Strategies, Family Finances, Estate Planning Strategies, Retirement Planning Strategies, Intergenerational Planning, Small Business.
What are Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC main services?
Retirement Planning Strategies, Estate Planning Strategies, Family Finances.
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