Lombardi and Associates

07/17/2026

Retirement isn’t one‑size‑fits‑all.

Some people want travel and activity. Others want simplicity and routine. Defining what “ideal” looks like helps ensure financial decisions support the life you actually want to live.

Refine your retirement dreams by asking yourself these 7 questions.

07/16/2026

In April, our team helped sort 5,522 pounds of Retail Recovery, helping divert nutritious food from landfills and into the hands of families across Westchester County.

We're excited to continue supporting this important mission and invite you to join us for our next Feeding Westchester Volunteer Day!

Friday, July 24, 2026
9:30–11:00 AM
Feeding Westchester
200 Clearbrook Road, Elmsford, NY

Hosted by Lombardi and Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

Whether you're a returning volunteer or joining us for the first time, we'd love to have you on our team as we work together to help make a positive impact in our community. https://bit.ly/3RGZ5IC

07/15/2026

Our team spotlight series kicks off with Ali, Client Service Specialist at Lombardi and Associates. Ali helps support the day-to-day client service experience and plays an important role in keeping details organized and moving forward for our team.

A graduate of SUNY Purchase, Ali brings a thoughtful and steady presence to the office. Outside of work, she enjoys gardening, visiting farmers markets and following a good true crime story.

07/14/2026

What a special weekend celebrating the marriage of Miranda and Nick!

Our team was honored to join Joe Lombardi and his family to celebrate such a joyful occasion. It was a beautiful day filled with love, laughter, and unforgettable memories.

Congratulations to Miranda and Nick! Wishing you both a lifetime of happiness as you begin this exciting new chapter together.

07/13/2026

A new week can be a good time to step back and look at the bigger picture.

Financial planning is not just about one decision at a time. Retirement, cash flow, investments, education, executive compensation, estate planning and family priorities can all connect in ways that matter.

When those pieces are viewed together, it can become easier to make thoughtful decisions around where you are today and what may be ahead.

At Lombardi and Associates, we believe planning should reflect the full picture of your financial life.
https://bit.ly/4fxICzx

07/11/2026

Last Friday’s storm left behind quite a bit of tree damage in our area. We hope everyone stayed safe and is doing okay as cleanup continues.

Did the storm affect your neighborhood? Let us know in the comments.

07/10/2026

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships we build and the guidance we provide, and we're grateful to work for a firm that shares those values.

​Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

07/09/2026

A few recent highlights from Michael! What an incredible experience and memories to last a lifetime.

Who else is a soccer fan this time of year? Let us know in the comments!

07/08/2026

We are excited to introduce a new series on our page: team spotlights.

Over the coming weeks, we will be sharing more about the people behind Lombardi and Associates. You will get to know our team members, what they do, what they enjoy outside the office and why they care about the work we do for the clients and families we serve.
https://bit.ly/4bx3F2N

07/07/2026

All of us at Lombardi & Associates are thrilled to announce that our colleague, Michael Batas, has received the 2026 Five-Star Wealth Manager award! Congratulations, Michael, and thank you to all of our clients. https://bit.ly/4b062LB