James Agostisi - Associate Financial Advisor, Ameriprise Financial Services, LLC

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning

About

James Agostisi is an Associate Financial Advisor based in Monroe, Connecticut, providing financial planning and investment guidance to clients in the surrounding area. He focuses on setting and achieving financial goals, taking into account the unpredictable nature of markets and life events. James emphasizes a carefully mapped approach to help clients navigate their financial futures with confidence. His practice is dedicated to assisting individuals and families in reaching their financial objectives through personalized strategies.

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