Advisor photo for Reynaldo Pol

Reynaldo Pol

Financial Advisor

Investment Specialist

RoseStone Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

Key tax considerations

Review tax planning strategies throughout the entire year, not just during tax season.

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About Ameriprise

For 130 years, Ameriprise has been committed to putting clients’ needs first.
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How I work

I provide personalized advice based on what’s most important to you.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Together, we can help you define your goals, see your progress, review your investments and plan for the expected and unexpected.

Through our ongoing relationship, plus secure anytime access to your accounts online, you plan for a more confident financial future.

To get started, request a complimentary initial consultation

November 06, 2024

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Is the current U.S. economic picture sustainable?

Is the current U.S. economic picture sustainable?

The U.S. economy has outperformed expectations so far this year. Will that trend continue? Ameriprise Financial Chief Economist Russell Price weighs in. (3:26)

November 05, 2024

What interest rate cuts may mean for investors October 14, 2024

View more markets and economic insights

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial clients receive advice that is personalized to their financial goals. Because of this, 9 out of 10 of our clients are likely to recommend the experience to friends or family. Begin your journey with us today: https://www.ameriprise.com/financial-planning (0:30)

The importance of building a strong relationship with your Advisor

The importance of building a strong relationship with your Advisor

Our team believes that you deserve advice that you can trust, someone who knows and understands you.

(1:51)

Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:39)

Consider your chances

Consider your chances

There's a lot of chance you encounter along life's journey. If you're not planning for chance, chances are you're risking your financial future. (3:36)

Reynaldo Pol may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.