Michael P. Mazzilli

Michael P. Mazzilli

Ameriprise Financial Services Inc

This advisor will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $250,000

Minimum client income required: No minimum required

Title: Private Wealth Advisor

Offering advice since: 1986

Areas of expertise:

  • Annuities
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Michael P. Mazzilli:

Ameriprise Private Wealth advisors know that affluence is about more than just money. It's a way for you to live the life you've always imagined and to accomplish the things you've dreamed about. We also know that wealth brings responsibility and complexity. Just as you've worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you've achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

* Provide for future generations
* Give to causes you care about
* Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.


Interests:
Enjoy family and pet labrador
Exercising, skiing, basketball
Wine Collecting
Reading

Community Participation:
Westchester Italian Cultural Center

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

Qualifications:
In practice for over 23 years.
CFP Certified Financial Planner
ChFC Chartered Financial Consultant
CASL Chartered Advisor for Senior Living
B.B.A. 1984, Pace University, Pleasantville, New York

License information:
I am licensed and registered to conduct business in NY. Based on licenses and registrations I hold, I may also conduct certain business in CT, DE, FL, GA, IL, MD, NC, NJ, PA, SC, VA, RI

Education:

B.B.A., 1984 Pace University, Pleasantville, NY

Will provide references upon request?

Yes


Further information about Ameriprise Financial Services Inc:

Ameriprise Financial Services Inc

(Size of firm: 0-9 advisors)

Today, we are America's leader in financial planning. We have more than 110 years of history, and offer our clients a broad array of products and services to help them save, spend, invest and protect the things that are important to them. Our unique and collaborative Dream > Plan > Track >(R) approach to financial planning offers each of our clients a one-to-one relationship with one of our more than 10,000 knowledgeable advisors*.

We have more than 2 million individual, business and institutional clients as of December 31, 2008 and reported $372 billion in assets owned, managed and administered*.

* Ameriprise Financial Fourth Quarter 2008 Statistical Supplement, Jan. 28, 2009


Contact Information for Michael P. Mazzilli

Phone: (914) 777-7526
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Fax: (914) 777-7570

Address for Michael P. Mazzilli:
Suite 100
689 Mamaroneck Ave
Mamaroneck, NY, 10543

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