Brian White

Brian White

Advanced Financial Advisor


www.ameripriseadvisors.com/brian.x.white
Contact Information

(631) 574-2973
100 Motor Pkwy   Ste 150 5th Floor
Hauppauge, NY 11788

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My Philosophy

You work hard for your money. I'll develop strategies to make sure its working hard for you by focusing on your needs. Many of my clients are concerned about their financial future. Working together, we can design and implement a personalized financial plan that helps you feel confident and optimistic.

Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.

Experience

Qualifications

  • Chartered Retirement Planing Counselor
  • Advanced Financial Advisor

Areas of Focus

  • Investment Advice
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Saving for Education
  • Asset Allocation
  • General Financial Planning
License Information

I am licensed and registered to conduct business in NY.

Based on licenses and registrations I hold, I may also conduct certain business in MN, NH, CT, FL, NC, NJ, PA, WY, CA, DE, GA, MO, OR