Poughkeepsie, NY Raymond Ave Office
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Ameriprise
Institution
Firm-wide stats for Ameriprise
About
Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Ameriprise Premier Retirement Income service for clients approaching or in retirement. The Service delivers a written Recommendation Report and ongoing annual retirement‑income planning advice focused on dependable income sources and tax‑aware withdrawal strategies.
The retirement income offering is produced by a centralized Service team that collaborates with the client’s Ameriprise financial advisor; implementation is non‑discretionary and clients or their advisors act on the recommendations. Analysis for the Recommendation Report draws on Ameriprise’s investment research, third‑party data and algorithmic tools overseen by an internal committee, and typically addresses asset allocation, asset‑bucketing/adaptive withdrawal approaches, and Social Security claiming options.
Distinctive features include restrictive enrollment criteria that require a minimum level of investable assets and the inclusion of Ameriprise managed account assets (and therefore assets held at Ameriprise) to participate, which is more limiting than many large advisory programs. The firm’s recommendations operate within an investment universe influenced by its affiliated product ecosystem and distribution arrangements — including Columbia and RiverSource sub‑advised options, AEIS cost‑reimbursement relationships for some investment portfolios, and a StartingPoint list that privileges participating fund firms — and Ameriprise discloses these economic relationships and rebates certain fund‑level fees in Managed Accounts.
Based on Ameriprise
Location
10 Raymond Ave
Poughkeepsie NY 12603-2383
Advisors at this office
3
Advisors at this office
John Paul M
Series 63, Series 65
Poughkeepsie, NY
Ameriprise
John Paul Mollica is a financial advisor at Ameriprise Financial Services, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he is connected to a real estate rental business in Poughkeepsie, NY. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides clients with written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.
Eric B
Series 66, Series 63, Series 65
Poughkeepsie, NY
Ameriprise
Eric Bojarczuk is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Ameriprise in 2026, he worked at LPL Financial from 2014 to 2026, with a brief period of unemployment in 2023-2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning focused on income sources and tax-aware withdrawal strategies.
Joshua S
Series 66
Poughkeepsie, NY
Ameriprise
Joshua Stratton is a financial advisor with Ameriprise Financial Services, LLC and holds a Series 66 credential. He has 19 years of industry experience, including 15 years at LPL Financial. In addition to his advisory work, Stratton serves as a board member of TEG Federal Credit Union and is employed by Marist College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary investment research and third-party data.
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