Halcyon Financial Partners - Garden City, NY: Ameriprise

Halcyon Financial Partners: An Ameriprise private wealth advisory practice serving the Garden City, NY area.

Client Satisfaction 5.0 / 5 rating based on 72 reviews

About Ameriprise

For over 125 years, Ameriprise has been committed to putting clients’ needs first.
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Personalized advice

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

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

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Events

Join us for National Day of Service

JUN 16, 2023 / 10:00 AM - 12:00 PM

Come spend time making a difference in our community. Please join us for the National Day of Service.

Ameriprise National Day of Service

JUN 16, 2023 / 10:00 AM - 12:00 PM

My office is proud to participate in the Ameriprise Financial National Day of Service, an effort o help alleviate hunger. Several of our colleagues and friends are volunteering with us at Long Island Cares and I would like to invite you to join us.

Special instructions: Please send me your T-shirt size; wear comfortable clothes; wear closed-toes shoes; must be 18 or older.

For more information, contact us at 516.345.2600.

To learn more about Ameriprise Financial Community Relations, visitameriprise.com/CommunityRelations.

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All of us at Halcyon Financial Partners would like to congratulate Philip Andriola on being named to the 2023 Forbes Best-in-State Wealth Advisors list. This list recognizes advisors who excel at helping clients achieve their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

10 videos

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Now Playing

Why investors should consider this key ingredient

Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

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Staff Video

Staff Video

Get to know the AGA team

(3:05)

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Will stress in the banking sector cast a shadow over Q2?

Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

Now Playing

Client Video

Client Video

Phil and Kate

(3:17)

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AGA Executive Team

AGA Executive Team

AGA Executive Team Video

(3:36)

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Insurance: What are living benefits

Insurance: What are living benefits

There’s more to life insurance than just a death benefit. Learn about living benefits. (2:31)

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Insurance: How to protect income

Insurance: How to protect income

Discover how you can protect your greatest asset if you become sick or injured and can't work. (2:15)

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Insurance: What needs protecting

Insurance: What needs protecting

Explore the types of insurance to help protect loved ones, your income and your assets. (2:46)

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The secure site on ameriprise.com

The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:07)

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Tax diversification: How to keep more of your money

Tax diversification: How to keep more of your money

Learn how you can keep more of the money you've earned by ensuring your investments are as tax efficient as possible. These 3 tax diversification strategies can work together to help you gain control. (2:15)

Start planning for a brilliant future. Take the 3-Minute Confident Retirement^® check.

Personalized goal-based advice to help you feel more confident about your financial future.

Personalized goal-based advice to help you feel more confident about your financial future.

The Ameriprise difference

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement^® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)