Iron Birch Advisors®, a subsidiary of Ameriprise was created to offer limitless advice, support and opportunities beyond most other organizations. Joining as a Managing Partner provides for the ability and autonomy to be able to serve the public in the most efficient manner.
Special attention has been on the creation of departments with different areas of expertise. Areas such as planning for those with special needs, life insurance, group benefits, retirement planning, corporate benefits, minority owned businesses and an emphasis on educating the female market place.
Many of the advisors at Iron Birch are past or present board members of non-for-profit organizations, socially responsible and pay forward with both time and resources.
At the risk of sounding like a commercial, solving for clients' needs brings a great deal of satisfaction. There arent many instances that send off a sense of accomplishment as to when it is the result of our hard work and teachings that allows one to retire with dignity, protect loved ones and represent those that cannot represent themselves, provide the ability to send children to college and when its all over to simply get a thank you . That is truly a rewarding feeling.
Finally, the partners and associates at Iron Birch Advisors® formed the bond we did and are here together because we are like family, we respect one another and enjoy each others company. At the end of the day, we all have fun doing what we do.
It would be an honor to serve you, your family and your loved ones.
Iron Birch Advisors is a franchise of Ameriprise. We operate as a boutique practice with personalized care and attention. We attempt to meet with every client at least quarterly and a much larger in depth meeting, annually. Prior to becoming a client, several meetings are generally necessary to assess ones needs, appetite for risk and the goals of the individual and/or family.
General Information |
| Firm Start Year: | 2018 | |
| No.of Employees: | 20-49 | |
| Insurance License#: | LA-956417 CA Insurance #0E12626 |
| Name of Broker/Dealer: | Ameriprise Financial Services, LLC |
| States Licensed in: | CA, NY, NJ, CT, TX, MA, OR, CO, AK, PA, MO, MI |
| Number of Years with Current Firm: | 3 |
| Work with the following types of clients: | Individual Investors, Businesses |
| Foreign Languages Serviced: | Spanish, Hebrew |
| Advisory Services Provided: | Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Financial Advice & Consulting, Retirement Planning |
Services |
| Investment Types: | Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Commodities, Stocks, Insurance, Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Video Conference, Via Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Accident, Health, Annuity, Disability, Variable Life, Life, Variable Annuity, Long Term Care |
| Financial Organization Memberships: | Million Dollar Roundtable, Financial Planning Association (FPA), National Association of Estate Planners & Councils (NAEPC), National Association of Insurance and Financial Advisors (NAIFA) |
Firm Information |
| Assets Managed by Firm: | 450,000,000 |
| Assets Managed by Advisor: | 450,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
Board Positions |
| Organization: | Westchester C.O.P. Fund |
| Position : | President |
| Duration : | 01/01/2019-04/28/2020 |
| Organization: | Bottom Line New York City |
| Position : | New York Regional Board Member |
| Duration : | 01/01/2019-04/28/2020 |
| Organization: | Community Charitable Service Center |
| Position : | Advisory Board Member |
| Duration : | 04/16/2021-Currently holding |
Education |
| Certificate in Retirement Planning |
Wharton
- |
| Bachelor of Business Administration - Finance |
Baruch College - NYC
- 1995 |
Financial Services |
Financial Advice & ConsultingThe financial advice offered is on an unbiased basis toward any particular company or investment platform. Iron Birch Advisors is a Franchise of Ameriprise. |
Financial Planning for IndividualsMost investments with respect to funds or stocks can be had by any advisor. The real key is trying to figure out how to net more profits by reducing taxable implications and maintain your returns while reducing risk. |
Financial Planning for BusinessesFor the business owner, there is a wide array of opportunities to invest in and exercise ones rights in taking advantage of various strategies. In addition, employee benefits can increase employee retention and morale. |
Portfolio ManagementOne of the largest puzzles to navigate through is maximizing returns while simultaneously reducing risk. The second ingredient is to complete that task while being mindful of fees and commissions. |
Retirement PlanningRetiring with dignity is paramount. Not running out of money is crucial. Protecting your downside can make the difference of retiring the right way versus the wrong way. |
401K RolloversAt times it may make sense to have your 401(k) remain at your previous employer but many times it makes sense to roll it over without tax implications or penalties whereby you control the investments, fees and manage the extent of protection. |
Insurance PlanningPeople today are living longer than ever thanks to medicine and science. As a result life insurance costs in many cases have reduced. The same way people mortgages are refinanced in a low interest rate environment, life insurance too can be refinanced in a low cost environment. |
AnnuitiesAnnuities can be structured to offer a guarantee interest rate, a tax advantaged way of investing, guaranteeing an income for life and/or protecting the downside of one's principal. |
Disclaimer |
| Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
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Mon. | 8:00 AM - 8:00 PM |
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Tue. | 8:00 AM - 8:00 PM |
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Wed. | 8:00 AM - 8:00 PM |
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Thu. | 8:00 AM - 8:00 PM |
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Fri. | 8:00 AM - 8:00 PM |
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Sat. | 10:00 AM - 1:00 PM |
| Check | Bank Transfer |
| Visa | MasterCard |
| American Express | Discover |
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