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.
    Explore

  • Financial confidence

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

  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights

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.

Events

Join us for National Day of Service

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

Markets Update

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:
  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty

View all events

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.

Our videos

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Personal stories, personalized advice. Linda and Gary’s story.
Personal stories, personalized advice. Linda and Gary’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Gary and Linda's story and visit ameriprise.com/advisory-solutions to learn more advisory options. (1:55)

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Personal stories, personalized advice. Kelsey and Jenny’s story.
Personal stories, personalized advice. Kelsey and Jenny’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Jenny and Kelsey’s story and visit ameriprise.com/advisory-solutions to learn more advisory options.


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Personal stories, personalized advice. Sydney’s story.
Personal stories, personalized advice. Sydney’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Sydney’s story and visit ameriprise.com/advisory-solutions to learn more advisory options. (2:12)

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.
Refer us
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)