Mallory Lauffer is a dedicated Financial Advisor affiliated with Ameriprise Financial Services, LLC, a nationally recognized leader in personal financial planning. Based in Rochester, New York, Mallory partners with individuals and families to create customized financial plans that align with their goals and values. With a client-centric approach, she specializes in helping people navigate complex financial decisions related to retirement, investment strategies, tax efficiency, and life transitions.

Leveraging Ameriprise’s robust research and planning tools, Mallory provides tailored guidance rooted in deep financial expertise and an understanding of each client’s unique situation. She prioritizes long-term relationships built on trust, personalized service, and financial confidence. Whether helping clients plan for a comfortable retirement or optimize their investment portfolios, Mallory emphasizes proactive strategies and continuous financial optimization.

As part of the Ameriprise network, she benefits from access to a wide array of financial products and services, backed by a firm with more than 125 years of history. Mallory is committed to empowering her clients through education, transparency, and thoughtful planning.

Website: http://www.ameripriseadvisors.com/mallory.j.lauffer/?cid=IP_local_google

Key Services:

– Personalized financial planning
– Retirement income strategies
– Investment portfolio management
– College and education savings strategies
– Tax-efficient investment planning
– Estate and wealth transfer planning
– Insurance and risk management
– Cash flow and budgeting guidance