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Our financial advice team


Paul R Trause, Financial Advisor serving the Garden City, NY area - Ameriprise Advisors

Paul R Trause

Financial Advisor

Davidson, Maneri & Associates
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.5 out of 5 rating based on 14 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education

Qualifications

  • FINRA Series 7, 63
  • New York State Life, Accident and Health Insurance
  • ChFC Charter Financial Consultant

Education

  • BA, Business - Western Connecticut State University, 1979

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Board of Directors Ronald McDonald House of Long Island

Interests

  • Enjoy living in the Metropolitian New York area
  • Spending time outdoors
  • Reading
  • Golf and going to the gym