James P. Lombardo is a Private Wealth Advisor with Ameriprise Financial Services, LLC, a nationally recognized firm specializing in personal financial planning and wealth management. With a focus on delivering personalized advice to individuals, families, and business owners, Lombardo helps clients build and preserve their wealth through strategic, goal-based financial strategies. As part of Ameriprise—a firm known for its strong fiduciary commitment—he leverages robust tools and research to provide tailored investment solutions, retirement strategies, tax-efficient planning, and legacy planning.

James Lombardo distinguishes his practice by building long-term client relationships grounded in trust, clarity, and careful listening. His services are especially valuable to professionals and high-net-worth individuals navigating complex financial situations. Drawing on Ameriprise’s extensive resources, he offers a comprehensive suite of services designed to guide clients through all life stages. Committed to transparency and results, Lombardo aims to help clients feel confident and informed about their financial future.

Website: https://www.ameripriseadvisors.com/James.Lombardo/

Key Services:

– Personalized financial planning
– Investment management
– Retirement income strategies
– Tax-efficient investment strategies
– Estate and legacy planning
– Insurance and risk management solutions
– Cash flow and budgeting guidance
– Education funding strategies