Mark Savastano

Financial Advisor, WakeWater Wealth Management a private wealth advisory practice of Ameriprise Financial Services, LLC

Role
Financial Advisor and Certified Financial Plannertm Practitioner at Ameriprise Financial Services, LLC
Location
Providence County, RI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mark Savastano

Direct: 50••••••27 Email: m••••••••@ampf.com275 Martine St Suite 302Fall River, MA 02723My approachWhat you can expect when you work with usAt Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with me, you receive:· 1:1 financial advice based on your goals and needs.· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.· Regular meetings to review your goals, progress and investments.· Anytime access to your investments and digital tools to help you stay on track.Feel confident about your financial future. Areas of focus- Investments- Retirement Planning Strategies- Tax Planning Strategies- Estate Planning StrategiesMark Savastano may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA\'s BrokerCheck website for a list of those states.

Experience

  1. Financial Advisor and Certified Financial Plannertm Practitioner

    Ameriprise Financial Services, LLC

    Dec 2011 — Present

    WakeWater Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Education

  • Rhode Island College

    M. Acc. | Master's in Professional Accountancy, Accounting & Financial Planning

  • Rhode Island College

    Bachelor of Science (B.S.), Finance

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Mark Savastano — Financial Advisor and Certified Financial Plannertm Practitioner at Ameriprise Financial Services, LLC in Providence County, RI, US | Unifers