Rocco A. Carriero is a Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, specializing in tailored financial planning and wealth management solutions for high-net-worth individuals and families. With a client-centered approach, Rocco delivers comprehensive financial strategies, focusing on the Personal, Business, and Family aspects of wealth, which form the foundation of his signature “Three Cords Approach.” His practice is built around long-term relationships, helping clients define and pursue their financial goals with clarity, confidence, and integrity.
Rocco and his team provide deeply customized financial strategies including retirement planning, estate planning, and investment management. He is known for his specialization in advising business owners, corporate executives, and successful professionals, offering guidance that aligns with their unique financial needs and life goals. As part of the Ameriprise network, clients benefit from robust resources and expert insights, supported by a nationally respected firm. Additionally, Rocco is an active author, speaker, and community contributor who is dedicated to financial literacy and empowerment.
Website: https://www.ameripriseadvisors.com/rocco.a.carriero/?cid=IP_local_google
Key Services:
– Personalized financial planning
– Investment portfolio management
– Retirement income strategies
– Estate and legacy planning
– Insurance and risk management
– Business succession planning
– Wealth preservation strategies
– Tax-efficient investment strategies
