Danbury, CT North St Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

4

Of 12,719 advisors across 4,079 offices

Location

57 North St Ste 214

Danbury CT 06810-5627

Advisors at this office

4

Advisors at this office

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Joseph T

Series 63, Series 66

Danbury, CT

Ameriprise

Joseph Taylor is a financial advisor with Ameriprise in Danbury, CT, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Ameriprise in 2023, he worked for Medtronic from 2005 to 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ryan S

Series 66

Danbury, CT

Ameriprise

Ryan Sondak is a financial advisor at Ameriprise in Madison, CT, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2019, he worked at Nike Inc. and Farina Pizzeria. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports tailored to clients meeting specific asset criteria. The firm delivers these services through a centralized team and integrates algorithmic tools with oversight to generate and customize retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John D

Series 63

Danbury, CT

Ameriprise

John Dezzutti is a financial advisor with Ameriprise in Lakeside, CT, holding a Series 63 designation and 39 years of industry experience. He has worked with Ameriprise and its affiliates since 1986. Outside of his advisory role, he teaches weekly yoga classes in Litchfield, CT. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic automation with expert oversight to deliver tailored retirement income advice and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeffrey F

Series 63, Series 66

Danbury, CT

Ameriprise

Jeffrey Florio is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. He is also the owner of Florio Financial Advisors, managing his Ameriprise business part-time. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
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