Riolo Financial Group - (845) 478-6611

A financial advisory practice of Ameriprise Financial Services, Inc.

Whether it’s a long way off, fast approaching, or already a reality, you have dreams and goals for your retirement. Dom, Frank, and the Riolo Financial Group team will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs. Nothing is more gratifying than seeing our clients achieve a confident retirement.

Areas of Focus:
-Retirement Planning Strategies
-Saving for Education
-Retirement Income Strategies
-Investments
-Insurance
-Tax Planning Strategies
-Social Security Retirement Benefits
-Retirement Plan Distribution

Licenses:

Dominick Riolo
-Series 7
-Series 63
-Series 65
-NY State LAH Insurance License

Frank Riolo
-Series 7
-Series 66

Working Together:
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to Expect:
-Professional help in clarifying your financial goals and priorities
-If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
-Accurate information about our tailored solutions, including risks, benefits and costs

What to Bring:
-A list of any questions you have regarding your current financial situation
-Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
-A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

Disclaimer:
Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success.

While we appreciate the support of my clients, we cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact us directly.

Please visit www.ameriprise.com/social for more important disclosures and information.

Tags: Financial Services