Lombardi and Associates

Lombardi and Associates A private wealth advisory practice of Ameriprise Financial Services, LLC Joseph Lombardi, PWA

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A great day of tennis for John! Earlier this week, he had the opportunity to watch qualifying matches and see some of th...
08/29/2026

A great day of tennis for John! Earlier this week, he had the opportunity to watch qualifying matches and see some of the main-draw players practice, including his favorite player, Taylor Fritz.

The visit brought back special memories for John, who served as a ball-person for six years! From 2015 through 2019 and again in 2022 — He loved being close to the action in a sport he has always enjoyed. We hope everyone following along enjoys the tournament!

Small-business owners frequently balance today’s operational needs with long-term personal and professional goals.Severa...
08/27/2026

Small-business owners frequently balance today’s operational needs with long-term personal and professional goals.

Several planning questions may deserve attention:

• Is the business prepared for an unexpected disruption?
• Are retirement benefits aligned with the owner’s objectives?
• Is there a succession or transition strategy?
• How would the business be valued?
• Are personal finances overly dependent on the company?

Reviewing these areas before a transition is on the horizon can help business owners better understand their available options.
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Meet Joe Lombardi, Financial Advisor. Joe works closely with clients to help them navigate their financial goals while f...
08/26/2026

Meet Joe Lombardi, Financial Advisor. Joe works closely with clients to help them navigate their financial goals while fostering a team-oriented approach built on collaboration and personalized service.

A graduate of St. Michael's College, Joe was a biology major before earning an MBA in finance and beginning his career in financial services. Outside the office, he enjoys staying active at the gym, golfing, spending time with his family at their beach house in Westerly, Rhode Island, and cheering on his favorite New York sports teams. He also enjoys supporting organizations such as Feeding Westchester, Holy Spirit Catholic Church, and St. Jude Children's Research Hospital.

Summer memories are often made through experiences: a family trip, an afternoon at the ballpark, a backyard gathering or...
08/22/2026

Summer memories are often made through experiences: a family trip, an afternoon at the ballpark, a backyard gathering or time spent exploring somewhere new.

Those experiences can also provide useful perspective when thinking about financial priorities. What activities do you want to make room for in the years ahead? Which traditions would you like to continue with the next generation?

Financial planning begins with understanding what matters to you—not simply what appears on a statement.

What has been the highlight of your summer?
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Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity whi...
08/20/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message us to learn more.

Meet Scott LaDore, Financial Advisor. Scott works with clients to help them plan for their financial goals and values a ...
08/19/2026

Meet Scott LaDore, Financial Advisor. Scott works with clients to help them plan for their financial goals and values a team-based approach, helping ensure clients have access to trusted support and continuity throughout their financial journey.

A graduate of Southern Connecticut State University, Scott enjoys traveling, grilling, and golfing in his free time. He's also active in his local community through several volunteer organizations and boards. When he's not working, you can often find him taking spontaneous road trips with his family, visiting Vermont or Key West, or cheering on the New York Mets and Las Vegas Raiders.

When was the last time you reviewed your beneficiary designations?Beneficiary information may need attention after major...
08/17/2026

When was the last time you reviewed your beneficiary designations?

Beneficiary information may need attention after major life changes such as marriage, divorce, the birth of a child, the loss of a family member or a change in estate-planning goals.

Accounts that may have beneficiary designations include retirement plans, IRAs, life insurance policies and certain financial accounts.

A periodic review can help confirm that the information on file still reflects your current wishes.
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For corporate executives, financial decisions are often interconnected.A change involving equity compensation, retiremen...
08/16/2026

For corporate executives, financial decisions are often interconnected.

A change involving equity compensation, retirement benefits, deferred compensation or a career transition may affect several other areas of a financial plan.

Before making a major decision, it can be helpful to consider:

• How the decision fits with your timeline
• Potential tax implications
• Concentration in company stock
• Cash-flow needs
• Existing retirement and estate-planning strategies
Looking at the full picture can help clarify which questions should be addressed first.
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Joe and Nick recently attended the Ameriprise Financial Circle of Success National Conference in Denver, where they join...
08/14/2026

Joe and Nick recently attended the Ameriprise Financial Circle of Success National Conference in Denver, where they joined some of the most successful advisors in our industry.

As part of the top 15% of Ameriprise advisors out of more than 10,400 advisors companywide, they had the opportunity to connect with peers, exchange ideas and learn from leaders across the firm.

We can’t wait to share what they’re bringing back from those conversations—and how we can put those insights to work for you.

Meet Michael Batas, Financial Advisor. Michael works with clients to help them navigate their financial goals while brin...
08/12/2026

Meet Michael Batas, Financial Advisor. Michael works with clients to help them navigate their financial goals while bringing a perspective shaped by years of experience and a background in small business.

A graduate of Baruch College, Michael enjoys spending time with his family and staying active outside the office. Whether he's golfing, fishing, snowboarding, or cheering on the Knicks, Jets, Rangers, and Yankees, he enjoys making the most of his free time. He's also an avid home cook, volunteers with several local organizations, and loves family trips to Greece and Disney.

Address

800 Westchester Avenue, Ste S-508
Rye Brook, NY
10573

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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