Optimize the effects of capital gains taxes in order to retain a larger portion of your investment returns. https://bit.ly/3Xakrx0
Iron Birch Advisors®
Financial Services
New York, New York 1,199 followers
Strength In Your Financial Future
About us
Iron Birch Advisors, a cobranded subsidiary of Ameriprise was created to offer limitless advice, support and opportunities beyond most other organizations. Our advisors provide for the ability and autonomy to be able to serve the public in the most efficient manner. After serving 400+ combined years together, the time came whereby it was a necessity to form something where we can act as fiduciaries, continue to maintain unbiased views and something we can all call “our own“. Special attention has been on the creation of departments with different areas of expertise. Areas such as planning for those with special needs, life insurance, group benefits, retirement planning, corporate benefits, minority owned businesses and an emphasis on educating the female market place. Many of the advisors at Iron Birch Advisors are past or present board members of non-for-profit organizations, socially responsible and pay forward with both time and resources. At the risk of sounding like a commercial, solving for clients' needs brings a great deal of satisfaction. There aren’t many instances that send off a sense of accomplishment as to when it is the result of our hard work and teachings that allows one to retire with dignity, protect loved ones and represent those that cannot represent themselves, provide the ability to send children to college and when it’s all over to simply get a “thank you“. That is truly a rewarding feeling. Finally, the partners and associates at Iron Birch Advisors formed the bond we did and are here together because we are like family, we respect one another and enjoy each other’s company. At the end of the day, we all have fun doing what we do. It is an honor to serve you, your family and your loved ones.
- Website
-
http://www.IronBirchAdvisors.com
External link for Iron Birch Advisors®
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2018
- Specialties
- Estate Planning, Life Insurance, Special Needs Planning, Portfolio Management, and Executive Benefits
Locations
-
Primary
Get directions
767 3rd Ave
38th Floor
New York, New York 10017, US
Employees at Iron Birch Advisors®
-
Ralph M. Fatigate III APMA®, CAS®, CFS®
Financial Advisor, Iron Birch Advisors, a financial advisory practice of Ameriprise Financial Services, LLC
-
Peter Kettle, MBA, CFP®, ChFC®, APMA®, CLU®
Financial Advisor, Managing Partner at Iron Birch Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
-
Paul Berkman
Personalized Financial Planner Serving Goals-Oriented Professionals
-
Gregory Manto, APMA™, CRPC®
Managing Director at Iron Birch Advisors
Updates
-
Happy August Anniversaries to these individuals! This month, we celebrate, acknowledging four outstanding individuals who have made an incredible difference here at Iron Birch Advisors. You have each shown remarkable skills, demonstrating the true meaning of teamwork. Your contributions go beyond the works you've done, and for that, we are genuinely grateful. Your anniversaries are not just about marking your years of service, but they are the true testament of your commitment - carved in time. This month, we mark this milestone, we say a big 'Thank You' for enriching our journey with your unique contributions. Here's to celebrating your incredible journey with Iron Birch Advisors and looking forward to many more remarkable years ahead! #Anniversary #IBA #AmeripriseAnniversary
-
-
"About one-third (32%) of retirees say they did not feel completely in control of when they retired." We can help guide challenging conversations on financial matters and provide you with a personalized plan to help reach your retirement goals. ironbirchadvisors.com
-
Iron Birch Advisors® reposted this
Big Tech has been a key driver of stock prices in 2024. When might more S&P 500 Index companies, industries and sectors begin to contribute? Ameriprise Financial Chief Market Strategist Anthony Saglimbene weighs in.
-
Through June, the Labor Department’s Jobs Report has shown a monthly average of 222,000 net new jobs created per month so far this year. The pace is impressive…but is it accurate? https://bit.ly/4dJ8dSt
-
-
We’re excited to share that Thomas Gonzalez, APMA™ has been named a Forbes Best-in-State Next-Generation Wealth Advisor for 2024. All of us at Iron Birch Advisors are proud to work alongside him to help our clients achieve their financial goals. https://bit.ly/3SNZyGh
-
-
An announcement from managing director, Gregory Manto, APMA™, CRPC®. "When Iron Birch Advisors® was formed in 2018, there were a handful of advisors, passionate, full of integrity with loyal clients whose faith in us is what urged all to follow in this journey. Our hopes and visions were and still are positive and high. Today Iron Birch Advisors employs thirty-four, both financial advisors and support staff. "
-
-
“In our view, investors should rationally consider the current landscape. Are markets correcting because they may have seen equity market gains come too far too fast? Or are markets falling because of true threats over economic conditions and the possibility of a global recession? We believe, the preponderance of evidence supports the former. The U.S. economy is currently moderating to more sustainable rates, but a near-term recession is not the most likely path ahead, in our view.” https://bit.ly/4fsDfQl
-
-
"Outside of a brief drawdown in April, the general momentum for stocks was higher through much of the second quarter. As a result, by the end of June, stock volatility had reached some of its lowest levels going back to January 2020." https://bit.ly/3WIWnSP
-
-
The U.S. dollar's (USD) position as the world's reserve currency remains robust, despite challenges from BRIC nations. Beyond its relative value compared to other currencies, the dollar's dominance is evident in several key areas: its use in global foreign reserves, its prevalence in foreign exchange transactions and trade invoicing, and its widespread acceptance for payments. Analyzing the dollar's role in these aspects underscores its strong prospects for the future.