Purchase, NY 2900 Westchester Ave Ste 300 Office
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Ameriprise
Institution
Firm-wide stats for Ameriprise
About
Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Ameriprise Premier Retirement Income service for clients approaching or in retirement. The Service delivers a written Recommendation Report and ongoing annual retirement‑income planning advice focused on dependable income sources and tax‑aware withdrawal strategies.
The retirement income offering is produced by a centralized Service team that collaborates with the client’s Ameriprise financial advisor; implementation is non‑discretionary and clients or their advisors act on the recommendations. Analysis for the Recommendation Report draws on Ameriprise’s investment research, third‑party data and algorithmic tools overseen by an internal committee, and typically addresses asset allocation, asset‑bucketing/adaptive withdrawal approaches, and Social Security claiming options.
Distinctive features include restrictive enrollment criteria that require a minimum level of investable assets and the inclusion of Ameriprise managed account assets (and therefore assets held at Ameriprise) to participate, which is more limiting than many large advisory programs. The firm’s recommendations operate within an investment universe influenced by its affiliated product ecosystem and distribution arrangements — including Columbia and RiverSource sub‑advised options, AEIS cost‑reimbursement relationships for some investment portfolios, and a StartingPoint list that privileges participating fund firms — and Ameriprise discloses these economic relationships and rebates certain fund‑level fees in Managed Accounts.
Based on Ameriprise
Expertise
Based on Ameriprise
Location
2900 Westchester Ave, Ste 300
Purchase NY 10577
Advisors at this office
6
Advisors at this office
B K
CFP®, Series 63
Purchase, NY
Ameriprise
B Kunstreich is a CFP®-designated financial advisor with Ameriprise, based in Rye, NY, and has 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Kunstreich is a part-time stamp dealer. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by algorithmic tools and a centralized consulting team.
Arnel G
Series 63, Series 65
Purchase, NY
Ameriprise
Arnel Gonzales is a financial advisor with Ameriprise in White Plains, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Ana F
Series 66
Purchase, NY
Ameriprise
Ana Ferreira Lopreato is a financial advisor at Ameriprise with 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Outside of her advisory role, she works as a loan originator with Ameriprise Home Lending. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research and modeling with personalized recommendations, delivering a broad range of advisory, brokerage, and insurance solutions through its institutional platform.
Michael S
Series 66
Purchase, NY
Ameriprise
Michael Samuelson is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he serves on the Board of Directors for Second Chance Foods and performs as the lead and rhythm guitarist in an 80s cover band called The M-80s. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on retirement income strategies. The firm integrates proprietary investment research and third-party data to support its non-discretionary recommendations within a defined investment framework.
Joan G
CFP®, Series 63, Series 65
Purchase, NY
Ameriprise
Joan Gregor is a CFP® professional with 33 years of experience in financial advising, currently with Ameriprise in Purchase, NY. She has been with Ameriprise and its affiliated entities since 1998. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income stability and tax-aware withdrawal strategies.
Jarrett J
Series 66
Purchase, NY
Ameriprise
Jarrett Jacobsen is a financial advisor with Ameriprise in Purchase, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing planning advice regarding income sources and tax-aware withdrawal strategies for clients approaching or in retirement.
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