Jacklyn Lozano - Associate Advisor, Ameriprise Financial Services, LLC

Financial planning often feels like a luxury reserved for those with portfolios most New Yorkers only read about. Yet in Midtown, where the hum of commerce never fades, Jacklyn Lozano offers guidance that doesn’t assume a seven-figure balance. The office sits on the 10th floor of 530 5th Ave, a building where elevators open to quiet corridors and the occasional scent of coffee from a shared pantry.

Advisors in this part of town tend to cater to executives and institutional clients, but the services here remain accessible without the usual corporate veneer. Restrooms are available onsite, a small but practical detail in a neighborhood where every square foot counts. Whether you’re mapping out retirement, saving for a child’s education, or simply trying to make sense of tax-deferred accounts, the conversations happen in a space designed for clarity rather than jargon.

Midtown’s pace can make even a routine appointment feel like a logistical puzzle. That’s why it helps to know the office is reachable by phone at (917) 472-2728—no need to navigate a phone tree or wait for a callback. The area around 5th Avenue is dense with transit options, though the address itself is tucked between landmarks that draw far more foot traffic.

For directions, the map pinpoints the exact location: 530 5th Ave, 10th floor. If you’ve ever walked past the New York Public Library and wondered where the money whisperers actually work, this is one of those places. Bring a notebook—you’ll want to remember the numbers.