Organization: Carl Nicolosi – Financial Advisor, Ameriprise Financial Services, LLC
Industry: Social Services

Carl Nicolosi, a financial advisor with Ameriprise Financial Services, LLC, provides personalized financial guidance tailored to empower individuals and families in planning for long-term security and stability—an integral aspect of supporting broader social well-being. His services fall within the social services industry by helping clients pursue goals such as retirement readiness, education funding, and budgeting strategies, contributing to improved financial literacy and resilience in the community. Carl emphasizes a collaborative planning approach, offering comprehensive assessments of his clients’ needs and aligning financial strategies to support life changes and personal milestones.

As part of the Ameriprise network, he brings access to in-depth resources and a wide array of advisory tools while maintaining a client-centered ethos. Notably, he provides support for clients in transitional life phases, including divorce, elder care planning, and financial guidance for caregivers—services that intersect closely with the social services field. His practice is grounded in ethical advising and long-term relationship building, aiming not only for financial results but also for measurable improvements in clients’ overall quality of life. By integrating financial wellness into broader life planning conversation, Carl Nicolosi adds valuable dimension to the fabric of community-supportive services.

Key Services:

– Long-term financial planning and personal goal setting
– Retirement income strategies and investment planning
– Budgeting support and debt management consultation
– Education funding and college savings strategies
– Financial planning for caregivers and elder care scenarios
– Divorce financial guidance and life transition planning
– Risk management and insurance needs analysis
– Community-focused financial literacy and empowerment programs