POUGHKEEPSIE – David J. Mazzetti, CFP, CRPC a Private Wealth Advisor with Mazzetti, Buscetto and Associates private wealth advisory practice of Ameriprise Financial Services, Inc. in Poughkeepsie, has qualified for the company’s Circle of Success annual recognition program and was honored for this achievement at the 2017 Achiever’s Conference in Nashville, Tenn.
While at the conference, advisors shared best practices with peers and focused on how they can continue to serve clients’ needs with the most current and effective strategies, products and solutions.
To earn this achievement, Mazzetti established himself as one of the company’s top advisors. Only a select number of high-performing advisors earn this distinction.
As a Private Wealth Advisor, Mazzetti provides financial advice that is anchored in a solid understanding of client needs and expectations, and provided in one-on-one relationships with his clients.
His office is located at 176 Church Street, Poughkeepsie.