Team photo for Lombardi and Associates

Lombardi and Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 4.8 / 5 rating based on 8 reviews
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Get to know us

We are committed to helping our clients achieve their financial goals. Learn about our team.
Meet the team
Personalized advice

Your financial goals are unique to you. Learn how we can help you achieve them.
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Key tax considerations

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

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

November 18, 2024

Now Playing

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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

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Events

Retain Your Brain: How to Age-Proof Your Most Valuable Asset

NOV 21, 2024 / 6:00 PM - 7:00 PM

During this complimentary session, we’ll discuss action steps you can take to protect your brain and optimize your brain health today and tomorrow, so you can remain the best version of yourself. We’ll explore:

• Your Age vs your Brain’s Age

• The Importance of Brain Health

• How to Age-Proof Your Brain

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All of us at Lombardi and Associates are excited to announce that our colleagues, Joseph P. Lombardi, Scott P. LaDore and Michael Batas were named 2023 Five Star Wealth Managers! This recognition is a testament to the loyalty of our clients, the dedication of the Lombardi and Associates team and the great experience we work so hard to provide for our clients every day.

Putting clients first for 130 years

Putting clients first for 130 years

For 130 years, Ameriprise Financial has remained true to its vision of putting our clients' interests first. A strong financial foundation, passionate stewardship of the business and a track record of standing behind clients through good times and bad is at the heart of our success. (2:34)

Be confident, connected and in control of your financial life

Be confident, connected and in control of your financial life

An Ameriprise financial advisor takes the time to understand what’s truly important to you. Working with an advisor, you’ll receive personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement^® approach. With regular reviews of your goals and progress, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and in control of your financial life. (1:49)

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)