TOP 30 Kingdom wealth management in Hauppauge, New York

19 results found

Christopher Tong is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 201 Moreland Road, Hauppauge, New York, United States. Christopher holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Christopher's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various individuals including retirees, small business owners, high net worth clients, and those with special needs. Christopher is dedicated to providing comprehensive financial advice and solutions to help clients achieve their financial goals.

Ivy Peterson is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Veterans Memorial Highway, Hauppauge, New York, United States. Ivy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Ivy is well-equipped to provide comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and expertise in asset management, investment strategies, estate planning, insurance products, and retirement planning, Ivy is dedicated to helping clients achieve their financial goals.

Eric W Szczurowski - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics, ensuring that advisors are well-versed in areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a focus on providing comprehensive and personalized financial advice, Eric W Szczurowski - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping individuals and families achieve their financial goals.

Kathleen M Bresnan is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Veterans Memorial Highway, Hauppauge, New York, United States. Kathleen M Bresnan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. Kathleen M Bresnan specializes in providing comprehensive financial planning and wealth management services to individuals, retirees, small business owners, and high net worth clients. Kathleen M Bresnan is dedicated to upholding the highest standards of ethics and professionalism in the finance industry. Contact Kathleen M Bresnan for expert advice on asset management, investment strategies, retirement planning, estate planning, risk management, and more.

Jonathan Kuttin is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway in Hauppauge, New York. Specializing in finance, Jonathan Kuttin holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, among others. These certifications demonstrate Jonathan Kuttin's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Jonathan Kuttin is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.

John Gleeson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. John Gleeson holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter Designation®. John Gleeson specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and advanced knowledge in asset management, investment strategies, estate planning, and retirement planning, John Gleeson is dedicated to helping clients achieve their financial goals. Contact John Gleeson - Private Wealth Advisor, Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management services.

Ashley Lang - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. The institution offers a range of financial services and is staffed with professionals who hold various certifications and designations to provide expert advice on wealth management and investment strategies. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement or dealing with complex financial situations. With a focus on ethical practices and advanced knowledge in asset management, estate planning, investment strategies, and retirement planning, Ashley Lang - Private Wealth Advisor, Ameriprise Financial Services, LLC is a trusted partner in helping clients achieve their financial goals.

Evan Branfman - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. The institution offers a range of certifications and designations to its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics, including asset management, retirement planning, estate planning, investment strategies, and more. Advisors at Evan Branfman - Private Wealth Advisor are dedicated to providing expert financial advice to help individuals achieve their financial goals.

Welcome to the official website of Rob Piscatelli, Branch Manager at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York. Specializing in comprehensive financial planning and advisory services, Rob Piscatelli and his team are committed to helping you achieve your financial goals through personalized strategies and expert guidance. At Ameriprise Financial, we understand the importance of aligning financial plans with your unique goals and values. Each advisor brings a wealth of experience and specialized knowledge to the table. Whether you're planning for retirement, managing investments, or seeking advice on estate planning, our team is equipped with the credentials and expertise to guide you every step of the way.

Cathy Wear is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway in Hauppauge, New York, United States. Cathy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Cathy has expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. Additionally, Cathy is trained to provide financial advice to veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continued education, Cathy is dedicated to helping clients make informed decisions and achieve their financial goals.

Michael DeSalvo is a Financial Advisor at Ameriprise Financial Services, LLC, located at 800 Veterans Memorial Highway, Hauppauge, New York. Michael holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael's expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. As a Certified Military Financial Advisor®, Michael is also trained to serve veterans and active duty military personnel. With a strong focus on ethics and continuing education, Michael is dedicated to providing comprehensive financial planning services to individuals and businesses, tailored to their specific needs and goals.

Gregory Colin Parsons is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. Gregory Colin Parsons is dedicated to providing comprehensive financial planning services to his clients, with a focus on helping them achieve their financial goals and secure their financial future.

Nicholas Loehle is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway in Hauppauge, New York, United States. Nicholas Loehle holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Nicholas Loehle's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. As a Certified Military Financial Advisor®, Nicholas Loehle is also trained to serve veterans and active duty military personnel. With a focus on providing comprehensive financial planning services, Nicholas Loehle is committed to helping clients achieve their financial goals and secure their financial future.

Scott Kaufman is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Scott holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Scott is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a focus on asset management, estate planning, investment strategies, and retirement planning, Scott Kaufman is committed to helping clients achieve their financial goals and secure their financial future.

Carolyn Smith-LoGiudice is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. She holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Carolyn specializes in helping individuals with asset management, retirement planning, estate planning, investment strategies, and insurance products. She is dedicated to providing expert advice and comprehensive financial planning services to her clients.

Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Claire Kemp Fitz holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution offers comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Claire Kemp Fitz and her team are dedicated to providing expert advice and guidance in asset management, investment opportunities, estate planning, insurance products, retirement planning, and more. With a focus on ethics and professionalism, Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC is a trusted partner in helping clients achieve their financial goals."

Darrin Bradley - Financial Advisor at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States, specializes in providing comprehensive financial planning services. Darrin Bradley holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, and more. These certifications demonstrate Darrin Bradley's expertise in various aspects of financial planning, including asset management, estate planning, retirement planning, investment management, and more. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Darrin Bradley can provide personalized guidance and support tailored to your unique needs. Contact Darrin Bradley today for expert financial advice and strategic planning to help you achieve your financial goals.

Aaron David Schenkman is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Aaron is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice. With a focus on ethical practices and ongoing education, Aaron is committed to helping his clients achieve their financial goals and secure their financial future.

Welcome to Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC Located at 800 Veterans Memorial Highway in Hauppauge, New York, Mark Peterson is your trusted partner in navigating the complexities of financial planning. As a dedicated financial advisor, Mark offers personalized services tailored to meet the unique financial needs of individuals, retirees, and small business owners in the community.