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Our financial advice team


Eileen Kohler, Financial Advisor serving the Jericho, NY area - Ameriprise Advisors

Eileen Kohler

Financial Advisor

De Vita & Associates
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 7 reviews

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

Areas of focus

  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Investments
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Charitable Giving
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Planning Strategies

Education

  • BA, Chemistry and Economics, Rutgers University
  • MBA and Industrial Psychology Graduate Studies, Fairleigh Dickinson University

Community participation

  • Local Food Banks Support
  • Local Pet Rescue Organizations
  • AARP Volunteer Senior Bill Payor