Youngstown, OH Windham Ct Office

Callie Lucich is a financial advisor with Ameriprise in Poland, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, she worked at BNY Mellon for four years. She is also an associate financial advisor with Integrated Professional Partners, LLC, where she manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Philip Bova is a financial advisor with Ameriprise in Youngstown, OH, holding a Series 66 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. 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 clients approaching or in retirement with a written Recommendation Report and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Sarah Walker is a financial advisor with Ameriprise in Boardman, OH, holding a Series 63 designation and 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and delivers recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support in its planning process.

Darin Hasson is a financial advisor with Ameriprise in East Palestine, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Hasson owns Integrated Professional Partners, LLC, a legal entity established to manage his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.