Industry: Social Services

Mark E. Pericolosi, a financial advisor with Ameriprise Financial Services, LLC, integrates financial guidance with a commitment to helping individuals and families achieve long-term security and peace of mind, aligning with the values of the social services sector. By focusing on each client’s unique circumstances, Mark provides personalized financial advice that supports stability, especially for those navigating life changes such as retirement, caregiving responsibilities, or major family transitions. His approach considers both the financial and emotional components of planning, which is essential in supporting underserved or vulnerable populations.

Serving clients in Rockville Centre and surrounding communities, Mark emphasizes education and empowerment, supporting individuals in making well-informed financial decisions. He also partners with nonprofit organizations and community groups to offer financial literacy workshops and planning resources. This community-based perspective reinforces his role in the broader social services ecosystem, offering guidance that improves quality of life and helps clients prepare for future challenges.

Key Services:

– Personalized financial planning tailored to life transitions
– Retirement income strategies and long-term care planning
– Budgeting and debt management guidance
– Investment advisory services with a focus on client goals
– Life and disability insurance solutions
– Financial education workshops for individuals and groups
– Assistance navigating Social Security and Medicare benefits
– Estate and legacy planning with a client-centered approach