Ameriprise Financial

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Garden City, NY area, David Levine will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Work with a firm that understands the challenges in today's economic environmentAt The Pinnacle Financial Group, we understand that wealth is not about number - it's about desired outcomes. We define wealth differently than many investment management firms because we are different. We believe financial independence occurs when your money and finances are aligned, enabling you to live the lifestyle you desire in a manner consistent with your goals and values. As independent wealth advisors, helping you live the life you want now and throughout retirement is our only focus. Our clients rely on us to help seek to protect a lifetime of assets by developing and implementing strategies tailored to their individual goals. It would be our pleasure to do the same for you, serving as your advocate and guide on the path to financial independence. We look forward to an opportunity to help you simplify the demands of managing your financial life, enabling you to devote more time to your business, your personal endeavors and your family. By incorporating retirement and estate planning, tax strategies, and risk management, we can address every aspect of your financial future.

Ameriprise Financial is a leading firm in financial planning and advisory services, recognized for its award-winning client service and commitment to personalized financial advice tailored to individual goals. The firm boasts a team of experienced investment professionals who deliver objective research, actionable investment strategies, and ongoing market analysis for their clients. With a strong emphasis on security and privacy, Ameriprise Financial underpins its services with an Online Security Guarantee and multiple safeguards to protect personal information. As a registered investment adviser and member of FINRA and SIPC, Ameriprise offers a comprehensive approach to retirement planning and financial management, helping clients navigate their financial journeys with confidence. Generated from the website