Richard Hirsh is a financial advisor with Ameriprise in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors for the Fairfield Beach Resident Association. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported advice primarily for clients holding assets in Ameriprise Managed Accounts.

John Mirabile is a financial advisor with Ameriprise in Stamford, CT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering, specializing in life insurance products. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base with a wide range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jon Newman is a financial advisor with Ameriprise in Greenwich, CT, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been associated with Ameriprise Financial Service, LLC since 1993 and previously worked with Ameriprise Financial Services, Inc. for 15 years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations.