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An Ameriprise Platinum Financial Services® Practice

 
 
Sasa Mirkovic Ameriprise Financial Advisor

Sasa Mirkovic

MBA, CRPC®, CFP®

Financial Advisor

President, MIRKOVIC TEAL GROUP

A financial advisory practice of Ameriprise Financial Services, Inc.

We shape financial solutions for a lifetime.®

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518.459.5500

sasa.x.mirkovic@ampf.com

 
 

14

Years of Experience

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MIRKOVIC TEAL GROUP

A financial advisory practice of Ameriprise Financial Services, Inc.

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Planning Counselor SM
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Office Locations

125 Wolf Rd
Ste 401
Albany, NY 12205-6119
Map Phone: 518.459.5500 Fax: 518.482.2183

Hours: Monday9 a.m. - 5 p.m.
Tuesday9 a.m. - 7 p.m.
Wednesday9 a.m. - 6 p.m.
Thursday9 a.m. - 6 p.m.
Friday9 a.m. - 5 p.m.

Please call Megan Naples at 518-459-5500 to schedule a meeting.

2668 State Route 7
2nd floor Ste 34 and 29
Cobleskill, NY 12043-5442
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Awards & Recognition

  • Ameriprise Circle of Success, 2004-2011

Professional Networks

View my LinkedIn Profile

Education

  • Master of Business Administration from Univerzitet u Sarajevu
  • Bachelors of Science in Business Administration from Univerzitet u Sarajevu

Professional Associations

  • Million Dollar Round Table
  • Financial Planning Association

My Approach

As a financial advisor, I help our clients reach for their dreams through a remarkable advisory relationship.

I will work with you to understand what is important and unique to you and your loved ones. Together, we design a plan that can further your values and dreams. We do this by working at a grass root level to help you navigate through financial decisions you will face. In planning for clients' dreams we also help reduce the anxiety they face about life's uncertainties. With a combined 40 years of financial planning background, our team has demonstrated again and again the ability to help clients plan for the milestones they previously thought improbable. We deliver this through scheduled visits and calls. To achieve your goals requires flexibility and thoroughness. Our team is here to walk with you on this journey.

Areas of Focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Education Planning
  • Estate Planning Strategies
  • Family Finances

Interests

My Core Values are: Freedom, Family, Leadership, Integrity & Health

  • My wife, Laura and our children, Oscar, Stella & Kosta are the biggest blessings in my life.
  • First generation immigrant from Bosnia.
  • I am an active member in the Albany CrossFit Community.
  • I played rugby and I am a huge New Zealand All Blacks fan!
  • I had my first professional acting role at the age of 12 and I am a lover & supporter of Theatre and Performing Arts.
  • To relax I listen to Classical/Jazz music.

Community Participation

Junior Achievement Volunteer for Niskyuna School District

Fund-raiser for Regional Food Bank of Northeastern New York

Albany CrossFit

My Photos

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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My Events

NOVEMBER

1

Movie Night

Market Watch

Market News

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 GA, KY, MN, MD, DC, VT, OH, CT, ME, AR, AZ, NC, FL, WA, PA, VA, NJ, MA, CA, SC.

CA Insurance #OD07469

AR Insurance #397865

  • 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.
  • Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • 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.

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