Paolicelli, Jennifer

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

(845) 454-3021Call Visit WebsiteVisit Website Map & DirectionsDirections25 Main StGoshen, NY 10924 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Paolicelli, Jennifer

Taxes

Charitable Giving
Taxes can make a large impact on what your beneficiaries receive, but there are a variety of ways to help reduce taxes and make sure you pass along assets as efficiently as possible, including the strategic use of personal trusts, beneficiary management and charitable giving and gifting. Another option is a capital transfer strategy, which allows the repositioning of certain taxable accounts â€” such as CDs and brokerage accounts â€” for a cash-value life insurance policy, which can provide tax-deferred growth and a guaranteed death benefit for your heirs.

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General Info

The advisor listed is an Ameriprise financial advisor in Goshen. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question. And it's one of many questions I'll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won't. Why? Because your vision of the future is unique and I'm committed to helping you achieve it. Let's start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.I'm here to help you live the life you've earned. When you have the right advisor, life can be brilliant.

Extra Phones

Fax: (845) 454-0737

Phone: (845) 291-7000

Other Link

https://www.ameripriseadvisors.com/team/seven-bridges-wealth-advisors/financial-advice-team/Jennifer.R.Paolicelli

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