Team profile

Our approach

Geller & Associates has 31 years of combined experience in the financial services industry helping clients navigate the complex markets toward their unique goals. We work closely with families, individuals and business owners—using a comprehensive financial planning approach to help them build and preserve their wealth for today and tomorrow.

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies

Awards & recognition

  • Todd Geller, Ameriprise Chairman's Advisory Council, 2016 - 2022
  • Todd Geller, Forbes Best-in-State Wealth Advisors, 2022-2023
  • Geller and Associates, Ameriprise Client Experience Award, 2021

Community participation