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The Municipal Wealth Builders* team will create an investment strategy tailored to your needs and help you begin with a detailed financial plan, while supporting you with regular check-ins along the way.
Financial Advisor in Rego Park, NY
"My mission is to provide clear, honest financial guidance based on each client’s needs and goals, helping them build and manage wealth, create sustainable retirement income, and move forward with confidence."
212.238.9873
Financial Advisor in Elmont, NY
"I am a Certified Financial Planner professional with over 35 years of experience as a financial advisor. I work closely with clients to help them achieve their financial goals through tailored planning, providing quality advice with dedication, integrity, and a superior client experience."
212.238.9872
Financial Advisor in Staten Island, NY
"To build long term relationships with clients by offering transparent guidance, practical strategies, and support through every stage of their financial journey."
212.238.9871
Financial Advisor in Brooklyn, NY
"We empower you to maximize your pension and retirement benefits, focus your saving on what truly matters, and build a secure financial future."
212.238.9874
*Municipal Credit Union has a partnership with Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC to provide financial planning services and solutions to our members. We are not a financial investment partner of Ameriprise Financial Institutions Group, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Municipal Wealth Builders is a financial advisory practice of Ameriprise Financial Services, LLC.
Municipal Credit Union is not affiliated with Ameriprise Financial, Inc.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.