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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.®

 
 

8

Years of Experience


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TAYLOR & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.


Qualifications

  • Financial Advisor
  • CRPC- Chartered Retirement Planning Counselor
  • Series 7
  • Series 66
  • Series 24
  • Life, Health and Long Term Care Licensed
  • New York State Long Term Care Partnership Certified
View Definitions

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.


Awards & Recognition

  • Ameriprise Circle of Success, 2008-2009
  • Independence Party Freedom Award , 2012

Professional Networks

View my LinkedIn Profile


Education

  • Pennsylvania State University
  • B.S Finance/ Minor Economics- Macro Money and Banking

Professional Associations

  • Friends of Oheka Board Member
  • Garden City Chamber of Commerce
  • Glen Cove Chamber of Commerce
  • Huntington Chamber of Commerce

My Approach

I work with my clients to design a personal financial plan based on their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide solutions to both your everyday and long-term financial questions, and is personalized to meet the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation. I can also provide special benefits and services available to our best clients through a service I offer called Ameriprise Gold Advantage program.

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.

Areas of Focus

  • Retirement Income Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Insurance
  • Employee Stock Options
  • Charitable Giving
  • Retirement Planning Strategies

Interests

Skiing

Traveling

Penn State Athletics

Charitable Involvement

Spending Time with Family


Community Participation

My team and I work with a number of local Long Island charities and have contributed thousands of dollars through the Ameriprise Community connections program. This program allows us to donate $100 per complementary consultation for the charities listed below:
Braking The Cycle
Clubhouse of Suffolk County
Horesability
Ron Darling Foundation
Girl Scouts of Suffolk County

Market Watch

Market News

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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.