Team profile


Personalized financial and investment strategies

 Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies

Awards & recognition

  • Jerry Muldowney, Ameriprise Circle of Success, 2018-2021
  • Muldowney & Associates, Ameriprise Client Experience Award, 2021

Honored to receive recognition

All of us at Muldowney & Associates are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Muldowney & Associates team and the great experience we work so hard to provide for our clients every day.