Marcy Rose - Private Wealth Advisor, Ameriprise Financial Services, LLC

Services Offered

• retirement planning
• investment management
• financial planning

About

Marcy Rose is a Private Wealth Advisor based in New York, New York, providing financial planning and investment guidance to clients in the area. She focuses on helping individuals set and achieve their financial goals, navigating the complexities of unpredictable markets. Marcy emphasizes a personalized approach, taking the time to understand each client's unique situation and aspirations. Her services include retirement planning, investment management, and comprehensive financial strategies tailored to client needs.

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