Programmed Financial Planning

At Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the New York, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Oppenheimer & Co. Inc.'s flagship branch at 666 Third Avenue in New York is a hub for approximately 100 Financial Professionals. With over 30 years of history in the community, this office manages assets exceeding $20 billion for both domestic and international private clients and institutional relationships. The branch offers a wide range of financial services, including guidance on corporate cash management, futures, corporate stock options, and other executive services, fostering a culture of collaboration and innovation. Affiliated with Oppenheimer Asset Management Inc. and the Investment Banking department, the office emphasizes ongoing interactions to provide clients with a competitive edge. The branch's commitment to excellence is exemplified by the recent recognition of two of its advisors, Christopher Lazos and David Schoenkin, on the 2022 Forbes|SHOOK Best-In-State Wealth Advisors List. This achievement underscores Oppenheimer & Co. Inc.'s dedication to delivering top-tier financial advisory services to its clientele. Generated from the website content

Our wealth management advisors in TIAA’s New York, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (800) 842-2733.