Sergio Modernel

12/23/2025

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

11/27/2025

Happy Thanksgiving! What are you thankful for this year?

11/11/2025

Today, we honor all those who have served our country. We thank you for your service and sacrifice.

09/01/2025

Wishing you a safe, fun and relaxing Labor Day.

07/04/2025

Happy Independence Day! How do you plan to celebrate this Fourth of July?

06/15/2025

Happy Father’s Day to dads everywhere! How are you celebrating your dad today?

05/26/2025

Today we commemorate those who have given their lives in service to our country. We honor their bravery now and always.

05/11/2025

Sending love and appreciation to all mothers today.

04/07/2025

It’s America Saves Week! Take time to pause and check in on your finances. One quick tip: review your subscriptions and memberships. Consider pausing or cancelling anything you’re not using right now.

04/04/2025

National Financial Literacy Month is a great time to teach the basics of money management. Encourage your child to save for a cause they care about like rescuing animals or saving the rainforests.

02/18/2025

I’m honored to announce that I have received the distinct honor of being recognized as an Ameriprise Private Wealth Advisor. This status is earned through demonstrated excellence in client service, completion of industry-recognized qualifications, and extensive experience serving the complex financial needs of affluent clients. I am part of the approximately twenty percent of nearly 10,000 Ameriprise financial advisors to attain this. Thank you for your trust and loyalty!

Get financial guidance in Holmdel, NJ from Sergio Modernel & balance pursuing tomorrow's dreams with your goals for today.

02/14/2025

Happy Valentine’s Day! May your day be filled with happiness and love. How are you planning to create meaningful connections today?