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.
|Firm Start Year:||2018|
|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|
|I work with the following types of clients:||Individual Investors, Businesses|
|Foreign Languages Serviced:||Spanish, Hebrew|
|Advisory Services Provided:||Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Insurance Products & Annuities|
|Investment Types:||Insurance, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Annuities, Stocks, Mutual Funds, Bonds, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office, Via Phone, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity, Accident|
|Financial Organization Memberships:||National Association of Estate Planners & Councils (NAEPC), Financial Planning Association (FPA), Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA)|
|Assets Managed by Firm:||450,000,000|
|Assets Managed by Advisor:||450,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Organization:||Westchester C.O.P. Fund|
|Organization:||Bottom Line New York City|
|Position :||New York Regional Board Member|
|Organization:||Community Charitable Service Center|
|Position :||Advisory Board Member|
|Duration :||04/16/2021-Currently holding|
|Certificate in Retirement Planning||
|Bachelor of Business Administration - Finance||
Baruch College - NYC
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.
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.
Financial Advice & Consulting
The 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 Individuals
Most 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 Businesses
For 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.
|Mon.||8:00 AM - 8:00 PM|
|Tue.||8:00 AM - 8:00 PM|
|Wed.||8:00 AM - 8:00 PM|
|Thu.||8:00 AM - 8:00 PM|
|Fri.||8:00 AM - 8:00 PM|
|Sat.||10:00 AM - 1:00 PM|