Syosset, NY Jericho Tpke 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
6900 Jericho Tpke, Ste 201
Syosset NY 11791
Advisors at this office
7
Advisors at this office
Xavier A
Series 66
Syosset, NY
Ameriprise
Xavier Allen is a financial advisor at Ameriprise Financial Services, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at TD Ameritrade and Hornor, Townsend & Kent, LLC. Outside of his advisory role, he serves as head coach for a girls’ travel basketball program for 10th-grade students. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Sandeep I
CFP®, Series 63, Series 65
Syosset, NY
Ameriprise
Sandeep Israni is a CFP® certificant with 35 years of industry experience, currently serving as a financial advisor at Ameriprise. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, featuring a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Shamir H
Series 63, Series 65
Syosset, NY
Ameriprise
Shamir Hirsch is a financial advisor with Ameriprise in Plainview, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Jacob S
ChFC®, Series 63, Series 65
Syosset, NY
Ameriprise
Jacob Salomon is a financial advisor at Ameriprise with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Salomon has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated committee.
John P
CFP®, ChFC®, Series 63
Syosset, NY
Ameriprise
John Pascale is a CFP® and ChFC® with 38 years of experience in the financial services industry. He has been with Ameriprise since 2005, serving in various advisory roles. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, delivering tailored Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a structured service framework that integrates both discretionary and non-discretionary advice.
Michael D
Series 63, Series 65, Series 66
Syosset, NY
Ameriprise
Michael De Salvo is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Ameriprise since 2021. Outside of his advisory role, he owns and operates DeSalvo International, an online retail business specializing in home goods. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.
Richard K
Series 63, Series 65
Syosset, NY
Ameriprise
Richard Kenna is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and with 20 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. Outside of his advisory work, he is involved in independent insurance brokering and owns Kenna Capital Corp, an LLC through which his 1099 business income flows. 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 retirement-income recommendation reports and ongoing planning advice focused on income sources and tax-aware strategies.
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