Excalibur Brokerage Agency

Asset Advisory Services, based in Great Neck, NY, is a well-established financial management company offering a wide range of personalized financial solutions to both businesses and individuals. With over 35 years of experience, AAS specializes in investment management, tax planning, estate conservation, insurance services, college planning, and employer/employee benefit packages, catering to the diverse financial needs of its clients in the community. Generated from their available business information

The advisor listed is an Ameriprise financial advisor in Pleasantville. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.

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