Ameriprise Financial Services

It’s About More Than Just Numbers – It’s Personal Relationships That Matter Most

"Some people spend more time selecting a box of cereal than they do a financial advisor,” says Albert “Tony” Bevilacqua III, an independent private-wealth advisor with Ameriprise Financial Services in Boca Raton.

When selecting someone to help you create a financial plan, it’s critical that the advisor take the time to understand your individual needs and goals. That’s why Bevilacqua takes a more holistic approach with clients.

“The majority of the time spent with clients is listening – not only to what they are trying to accomplish but also understanding them as a person,” says Bevilacqua, who spent 27 years in the financial services industry and leverages that experience, along with technology, to help guide his clients.

As a chartered retirement planning counselor and business financial advisor, Bevilacqua aids in several areas, including cash flow, protection, investments, taxes, estate planning and retirement. Clients range from young professionals to business executives and owners to those looking to retire soon.

Consumers are inundated by investment products and strategies to consider. Bevilacqua knows that clients often become overwhelmed. It takes a professional with many years of experience to help guide clients to recommendations and strategies specific to their needs and goals.

“It’s a collaborative effort in which I listen to the things that are important to clients and help find the solutions to meet their objectives while also addressing their concerns,” he says.

Because markets change, your goals and objectives can change, too. That’s why Bevilacqua emphasizes the importance of proactive communication and technology. He makes it his business to check in regularly with clients, providing them with timely updates and conversations throughout the year, and he uses interactive tools to track progress. It’s important to bring clarity, focus and confidence to your finances, he believes. 

It’s that kind of dedication that has earned Bevilacqua one of the highest client-satisfaction scores nationally with Ameriprise Financial.

Ameriprise Financial cannot guarantee future financial results. Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. ©2018 Ameriprise Financial, Inc. All rights reserved.

Tony Bevilacqua’s Ameriprise Financial office is located at 925 S. Federal Highway, Ste. 175, Boca Raton. For more information, call 561-327-4535, ext. 1003, or visit ameripriseadvisors.com/albert.a.bevilacqua.

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