Silver Leaf Family Financial Group

A financial advisory practice of Ameriprise Financial Services, LLC
Silver Leaf Family Financial Group: An Ameriprise advisory practice serving the Newark, NY area.

If you know someone who has financial questions, please let them know about our practice. Refer us

  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
  • Financial confidence

    See where you stand across key financial areas with the 3-Minute Confident Retirement® check.
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  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Welcome to Silver Leaf Family Financial Group!

We are delighted to have you here. As trusted financial advisors, our mission is to empower individuals and families like yours to navigate the complexities of financial planning and pursue a secure and prosperous future.
At Silver Leaf, we understand that your financial well-being is deeply intertwined with your dreams, aspirations and the legacy you wish to leave behind. That’s why we take a personalized approach, tailoring our strategies to your unique needs and goals. As you explore our website, you’ll find valuable resources, insightful articles and educational materials designed to enhance your financial literacy. We invite you to connect with us and schedule a consultation to discover how we can help you achieve your financial objectives.

Featured insights

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Leaving a legacy

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.