Council Rock Wealth Advisory Group

Council Rock Wealth Advisory Group A private wealth advisory practice of Ameriprise Financial Services, LLC

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08/26/2026

🦮🐩 Happy National Dog Day! 🐕🐕‍🦺

Today we’re celebrating the four‑legged members of our team: the loyal office sidekicks, Team Meeting crashers, snack thieves, and professional morale boosters who make every day brighter. 🐾

We’re also taking a moment to honor the beloved dogs we’ve lost along the way. Their joy, companionship, and unconditional love stay with us, always. ❤️

❤️ Give with Purpose. Create Lasting Impact.Charitable giving is more than a donation. It's an opportunity to support ca...
08/21/2026

❤️ Give with Purpose. Create Lasting Impact.

Charitable giving is more than a donation. It's an opportunity to support causes you care about, make a difference in your community, and leave a meaningful legacy.

Join us for our complimentary webinar, Giving with a Purpose, where we'll discuss: ✔️ What assets you can donate
✔️ Strategies for making charitable gifts
✔️ Important tax considerations
✔️ Tips to help avoid charitable giving scams

📅 August 26, 2026
🕠 5:30 PM (EST)
💻 Virtual via Microsoft Teams

Reserve your spot today: https://bit.ly/4gIJX7c

08/18/2026

Is it jump on 3?

📈 Market Update WebinarWondering how current market trends may impact investors? Join us for our upcoming Q3 Market Upda...
08/14/2026

📈 Market Update Webinar

Wondering how current market trends may impact investors? Join us for our upcoming Q3 Market Update Webinar, where we'll discuss key economic and market developments, recent performance trends, and what they may mean for diversified investors.

🗓️ August 19, 2026
⏰ 5:30 PM (EST)
💻 Virtual event via Microsoft Teams

This informational seminar is complimentary, and there's no cost or obligation to attend.

🔗 https://bit.ly/4gcFus7

✨ As our summer intern, Maddy, wraps up her time with us and heads back to school, we want to take a moment to recognize...
08/12/2026

✨ As our summer intern, Maddy, wraps up her time with us and heads back to school, we want to take a moment to recognize the impact she's made on our team.

Her enthusiasm and willingness to jump in wherever needed have made her a standout contributor from day one. Watching her grow, learn, and add value throughout her internship has been truly rewarding.

One of the best parts of a strong internship program is seeing talented students evolve into future team members. We're excited to welcome her back in January in a full-time role and can't wait to see all she'll accomplish in the next chapter of her career. 🎉

Wishing her a successful semester! We'll see you soon Maddy! 😉

✨ The Latest Edition of the CRWAG Café Newsletter is here!View it here: https://bit.ly/4hobKL7 This issue includes: 🔹 C...
08/11/2026

✨ The Latest Edition of the CRWAG Café Newsletter is here!
View it here: https://bit.ly/4hobKL7

This issue includes:
🔹 Client Appreciation Event highlights
🔹 Community volunteer efforts
🔹 Team member spotlight
🔹 Employee milestones
🔹 Upcoming educational webinars

We're proud to share what our team has been up to and what's coming next. Thank you for being part of our journey!

⚠️ Could you recognize a scam before it's too late?Join us for a complimentary webinar:➡️ Common Types of Fraud: How to ...
08/10/2026

⚠️ Could you recognize a scam before it's too late?

Join us for a complimentary webinar:
➡️ Common Types of Fraud: How to Protect Yourself and Your Loved Ones
We'll discuss today's most common fraud schemes and scams. You'll learn how to identify red flags, protect yourself and your family, and better understand the security resources available through Ameriprise.

📅 August 12
🕒 5:30 - 6:30 PM (EST)
💻 Microsoft Teams

🔗https://bit.ly/4q7Xg48

Knowledge is one of your best defenses. We hope you'll join us!

🎉 August Birthday Celebration Post 🎉Join us in celebrating Andrew Ward! 🌟Wishing Andrew a fantastic birthday and a year ...
08/08/2026

🎉 August Birthday Celebration Post 🎉

Join us in celebrating Andrew Ward! 🌟

Wishing Andrew a fantastic birthday and a year ahead filled with happiness, prosperity, good health, and meaningful moments.

Thank you for all you do each day!

08/08/2026

Need a ride to your section? We've got you covered! ☑️ Hop on our shuttle, sponsored by Council Rock Wealth Advisory Group.

Thank you to this generous organization for being a sponsor!

Congratulations to Caitlin Pionessa on 20 years with Ameriprise! 🎉We sincerely appreciate your hard work, commitment, an...
08/07/2026

Congratulations to Caitlin Pionessa on 20 years with Ameriprise! 🎉

We sincerely appreciate your hard work, commitment, and the meaningful contributions you make every day. Cheers to many more years of success!

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Rochester, NY

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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