Advisor profile


My approach

Bryan R Szczurowski - My approach photo

What you can expect when you work with me

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.
When you work with me, you receive:

· 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.

Feel confident about your financial future.

Bryan R Szczurowski - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • RFC® Registered Financial Consultant
  • CFS® Certified Fund Specialist
  • CAS® Certified Annuity Specialist
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • University at Albany B.S. in Finance Management

Interests

  • Volleyball
  • Wine Tasting
  • Spending time with friends and family

Community participation

Bryan is very active in his community. He is a volunteer for both the Juvenile Diabetes and Make a Wish Foundations.

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019