Iron Birch Advisors is a subsidiary of Ameriprise. We run this organization 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 asses ones needs, appetite for risk and the goals of the individual and/or family.
|Firm Start Year:||1898|
|Name of Broker/Dealer:||Ameriprise|
|States Licensed in:||CA, NY, NJ, CT, TX, MA, OR, CO, AK, PA, MO, MI|
|Number of Years with Current Firm:||2|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Annuity, Long Term Care, Life, HMO, Variable Life, Disability, Annuity, Accident, Health|
|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)|
|Assets Managed by Firm:||$200,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||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
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Compensation Methods:||Based on Assets|
|Organization:||Westchester C.O.P. Fund|
|Organization:||Bottom Line New York City|
|Position :||New York Regional Board Member|
|Duration :||01/01/2019-Currently holding|
|Certificate in Retirement Planning||
|Bachelor of Business Administration - Finance||
Baruch College - NYC
Financial Advice & Consulting
The financial advice offered is on an unbiased basis toward any particular company or investment platform. Iron Birch Advisors is a subsidiary 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 tax codes. In addition, employee benefits which often can be had without a fee to the owner, can increase employee retention and morale.