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Garrett Taylor Ameriprise Financial Advisor

Garrett Taylor

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM

We shape financial solutions for a lifetime.®

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516.479.5800

garrett.p.taylor@ampf.com

 
 
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TAYLOR & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Office Location

333 Earle Ovington Blvd
Ste 903
Mitchel Field, NY 11553-3620
Map Phone: 516.479.5800 Fax: 516.228.0101

Hours: Monday8 a.m. - 7 p.m.
Tuesday8 a.m. - 7 p.m.
Wednesday8 a.m. - 7 p.m.
Thursday8 a.m. - 7 p.m.
Friday8 a.m. - 7 p.m.

Please call ahead to make an appointment. Hours may vary.

It's always tax season

Taxpayers often miss opportunities to make tax-smart moves. Decisions made now about charitable gifts, education accounts and retirement plans can benefit you later. Contact me about finding strategies to help you manage your taxes.

Time to take charge

Retirement should be a time of greater freedom and new possibilities – not a time to worry about financial threats and how long your money will last. You can prepare for a lifetime of income, and I have solutions that can guarantee you income during retirement.

Visit riversource.com/puzzle to view “How do you picture your retirement?” After you’ve watched the video, contact me and we’ll talk about how I can help you plan for a more confident retirement.

RiverSource Distributors, Inc. (Distributor), Member FINRA. Insurance and annuity products are issued by RiverSource Life Insurance Company and in New York, by RiverSource Life Insurance Co. of New York, Albany, New York. These companies are affiliated with Ameriprise Financial Services, Inc. Only RiverSource Life Insurance Co. of New York is authorized to sell insurance and annuities in New York.

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    License Information

    I am licensed and registered to conduct business in NY.
    Based on licenses and registrations I hold, I may also conduct business in CT, VA, NC, VT, CA, OH, WI, TX, HI, KY, DC, SC, CO, GA, MD, FL, IL, PA, RI, UT, MN, AZ, NJ, WA, MA, MI, DE, ME.
    • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
    • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
    • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
    • Ameriprise Financial cannot guarantee future financial results.
    • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

    © 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.