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Gene Lonergan - Ameriprise Financial Services, Inc.

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1 Citizens Plz Ste 610, Providence, RI 02903

(401) 824-2529

OPEN NOW
Today: 8:00 am - 5:00 pm
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General Info
Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and plan, it may make financial sense to rollover some of your assets while you're still working and contributing to a plan.I can help you determine if a rollover fits with your overall retirement savings plan. Using our exclusive Confident Retirementapproach, we'll work together to identify customized financial strategies that can evolve over time. My goal is to help my clients feel more in charge of their financial lives so that they can pursue their passions ” for today and tomorrow” with confidence. Comments are not verified, may not be accurate and are not representative of the experiences of the advisor's clients.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Neighborhood
Downtown Providence
Associations
CFP
Categories
Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Securities
Other Information

Specialties: Wealth Preservation Strategies, Saving for Education, Investments, Business Retirement Plans, Estate Planning Strategies, Executive Compensation and Benefit Strategies, Retirement Planning Strategies, Retirement Plan Distribution

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