Geri Pell is a Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, specializing in comprehensive financial planning and wealth management strategies tailored to individual needs. With over 30 years of experience, Geri Pell and her team focus on helping clients navigate life’s financial complexities, including retirement planning, estate strategies, and investment management. The practice is committed to a personalized, relationship-based approach, guiding clients through customized solutions that align with both short- and long-term goals.
Known for her empathetic and values-driven advisory style, Geri Pell has been recognized multiple times as a top advisor within the Ameriprise network. She serves a diverse clientele, including multi-generational families, single professionals, and executives, with an emphasis on empowering women to feel financially confident. Her team leverages Ameriprise’s robust research, tools, and resources to deliver informed decisions and disciplined strategies. Rooted in trust and consistent communication, the practice fosters long-term partnerships that evolve with clients’ financial journeys.
Website: https://www.ameripriseadvisors.com/geri.e.pell/?cid=IP_local_google
Key Services:
– Comprehensive financial planning
– Retirement income strategies
– Investment portfolio management
– Estate and legacy planning
– Tax-efficient investment strategies
– Risk management and insurance analysis
– Advice for family and life transitions (e.g., divorce, inheritance)
– Wealth transfer and charitable giving strategies
