Donald Bertucci is a seasoned financial advisor with Ameriprise Financial Services, LLC, a respected firm in the financial services industry known for providing personalized wealth strategies. Based in New York City, Donald offers clients tailored financial planning services designed to help them achieve their personal and financial goals, whether they are saving for retirement, planning for education, managing investments, or navigating complex financial decisions. With a client-first approach, he guides individuals and families through each stage of wealth management, focusing on long-term financial security and independence.

Donald is part of the extensive Ameriprise advisor network and has access to a comprehensive suite of financial tools, research, and insights to support his advice with data-driven strategies. His practice emphasizes collaboration and transparency, developing customized plans that reflect clients’ values, timelines, and aspirations. Donald is dedicated to building enduring client relationships and helping people make informed financial decisions with clarity and confidence. Backed by the strength and reputation of Ameriprise Financial, he upholds a high standard of integrity and service. His office also actively participates in financial education initiatives and community involvement in the New York area.

Website: https://www.ameripriseadvisors.com/donald.x.bertucci/?cid=IP_local_google

Key Services:

– Comprehensive financial planning
– Retirement planning strategies
– Investment advisory services
– Education funding strategies
– Wealth preservation and estate planning support
– Tax-efficient investment strategies
– Insurance and risk management guidance
– Personalized goal-based financial advice