Tolland, CT A Tolland Stage Rd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$646,941,953,071
ClientsTotal clients
1,373,063
AdvisorsAdvisors at this office
3
Of 12,719 advisors across 4,078 offices
Location
165 A Tolland Stage Rd
Tolland CT 06084
Advisors at this office
3
Advisors at this office
Matthew C
ChFC®, Series 66
Tolland, CT
Ameriprise
Matthew Couzens is a financial advisor with Ameriprise in Avon, CT, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. Outside of advising, he serves on the development board of the Cornerstone Foundation Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic automation to deliver personalized, non-discretionary retirement income advice.
Marc M
Series 63, Series 66
Tolland, CT
Ameriprise
Marc Moreno is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials. He has been with Ameriprise since 2025 with prior experience at companies including Wayfair and TEKsystems. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice. The firm emphasizes tax-aware withdrawal strategies and uses research, third-party data, and algorithmic tools to support its recommendations within a defined investment universe.
Steven H
Series 66
Tolland, CT
Ameriprise
Steven Hahn is a financial advisor with Ameriprise in Avon, CT, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hahn serves as Vice President and Golf Committee Chair on the Board of Directors of the Golf Club of Avon. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-smart strategies to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
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