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Our financial advice team


Bruce Maier, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Bruce Maier

MBA, ChSNC®

Financial Advisor

Managing Partner of
Iron Birch Advisors
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
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
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Social Security Retirement Benefits
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Small Business

Qualifications

  • ChSNC® Chartered Special Needs Consultant®

Education

  • MBA-Finance and Accounting- New York University-New York, NY