Thomas Gonzalez
Private Wealth AdvisorManaging Partner ofIron Birch AdvisorsA private wealth advisory practice of Ameriprise Financial Services, LLC
- Role
- Financial Management at United States Air Force
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Thomas Gonzalez
At Ameriprise, our purpose is to help you feel confident, connected, and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.What you can expect when you work with me- 1:1 financial advice based on your goals and needs- Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty- Regular meetings to review your goals, progress and investments- Anytime access to your investments and digital tools to help you stay on track- Feeling of confident about your financial future.Areas of focus-Investment Management-Tax Planning Strategies-Estate Planning Strategies-Retirement Income Strategies-Executive Compensation and Benefit Strategies-Small Business
Experience
Financial Management
Nov 2014 — Present · Newburgh, NY, US
Education
Baruch College
Bachelor’s Degree, Finance and Financial Management Services
The College of Saint Rose
Bachelor’s Degree, Finance and Financial Management Services
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