Geri Pell - Ameriprise Financial Services is a financial advisory firm located in Rye Brook, NY. Led by Geri Pell, an experienced MBA and Certified Financial Planner (CFP), the firm offers a range of services including asset management, retirement planning, estate planning, and investment advice. Geri Pell and her team of qualified advisors hold various certifications such as AAMS, ADPA, AEP, AIF, APMA, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, CFA, and CFP, ensuring their expertise in providing comprehensive financial solutions to individuals and small business owners.
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