Westwood, NJ Center Ave Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

3

Of 12,773 advisors across 4,079 offices

Location

263 Center Ave Ste 2

Westwood NJ 07675

Advisors at this office

3

Advisors at this office

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Michael V

Series 66

Westwood, NJ

Ameriprise

Michael Vecchione is a financial advisor with Ameriprise in Westwood, NJ, holding a Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and its predecessor, American Express Financial Advisors, since 2001. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Robert T

Series 63

Westwood, NJ

Ameriprise

Robert Tria is a financial advisor at Ameriprise with 30 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Stephen B

Series 66

Westwood, NJ

Ameriprise

Stephen Bollander II is a financial advisor with Ameriprise in Westwood, NJ, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Lyft and DeVry. Ameriprise provides a retirement-income planning service focused on individuals with significant investable assets, offering written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
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