Jim Polucha, CFP - M&T Bank

Aaron specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and insurance recommendations. He believes that a fruitful relationship begins with education and understanding about why having a plan is important and how it can help his clients pursue a comfortable retirement. He presents solutions in a clear and relatable way that helps his clients gain clarity about what they hope to pursue over the short and long term.

At Alinea Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Severna Park, MD area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Severna Park, MD area, David Rosenthal will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.