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Seven Bridges Wealth Advisors - Ameriprise Financial Services, Inc.
Poughkeepsie, Dutchess

Financing specialist
 : 
Seven Bridges Wealth Advisors - Ameriprise Financial Services, Inc.

Poughkeepsie, Dutchess

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About Seven Bridges Wealth Advisors - Ameriprise Financial Services, Inc.
Professional experience
Good afternoon everyone, Today, we are here to present Seven Bridges Wealth Advisors - Ameriprise Financial Services, Inc., a leading private wealth advisory practice located in Poughkeepsie, NY. The team at Seven Bridges Wealth Advisors is dedicated to providing personalized financial advice and guidance to help individuals and families achieve their financial goals. At the helm of Seven Bridges Wealth Advisors is Max DiSesa, a highly experienced and professional financial advisor. With his extensive knowledge and expertise in financial planning, investment advisory solutions, and retirement planning, Max brings over 30 years of experience to the table. As a Certified Financial Planner™ (CFP®), Accredited Asset Management Specialist® (AAMS®), and Accredited Portfolio Management Advisor® (APMA®), Max has demonstrated his commitment to upholding the highest standards of professionalism and ethics in the industry. Max DiSesa is not only a skilled financial advisor but also the Chief Executive Officer of Seven Bridges Wealth Advisors. This dual role allows him to lead the team with a unique perspective and ensure that every client receives the utmost attention and dedication to their financial success. Max's passion for helping individuals navigate the complexities of personal finance shines through in his work, fostering strong client relationships built on trust and transparency. It is important to note that Seven Bridges Wealth Advisors operates as a private wealth advisory practice of Ameriprise Financial Services, LLC. This partnership enables Max and his team to leverage the extensive resources and support provided by Ameriprise Financial Services, a reputable and established financial institution. Whether you are looking for guidance on retirement planning, investment strategies, estate planning, or any other financial matter, Seven Bridges Wealth Advisors is here to provide personalized solutions tailored to your unique needs. Max and his team aim to create a comprehensive and customized financial plan that aligns with your goals and aspirations. In conclusion, Seven Bridges Wealth Advisors - Ameriprise Financial Services, Inc., led by Max DiSesa, is your go-to destination for professional and personalized financial advice in Poughkeepsie, NY. Their commitment to delivering exceptional service and their vast experience in the industry make them a trusted partner for achieving financial success. Thank you for your time, and we look forward to serving you at Seven Bridges Wealth Advisors.

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Location

Poughkeepsie, Dutchess (12601)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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