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James J Zabatta, Financial Advisor serving the Garden City, NY area - Ameriprise Advisors

James J Zabatta

Financial Advisor

Financial Planning Specialist
Halcyon Financial Partners
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Small Business
  • Wealth Preservation Strategies

Awards & recognition

  • Halcyon Financial Partners, Ameriprise Client Experience Award, 2020 - 2024
  • Halcyon Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023- 2025

Professional associations

  • The Financial Executives Networking Group, Inc. (FENG)
  • CFA Institute
  • CFA Society New York

Community participation

Outdoor Chairman- Troop 298 Boy Scouts of America

Interests

I enjoy spending time with my family.I enjoy following sports.I enjoy mentoring young people and volunteering as a leader with the Boy Scouts of America. Committed to helping families grieve the loss of a child.

My photos

3 albums
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James J Zabatta may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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