Youngstown, OH 8170 South Ave Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

4

Of 12,773 advisors across 4,079 offices

Location

8170 South Ave Ste 2

Youngstown OH 44512

Advisors at this office

4

Advisors at this office

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Mark H

Series 66

Youngstown, OH

Ameriprise

Mark Handel is a financial advisor at Ameriprise with seven years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services since 2018 and previously held roles at Buckeye Real Estate and The Ohio State University. Outside of his advisory work, he owns and manages E18B23M22, LLC, a business involved in hiring, payroll, and vendor management. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Robert N

Series 63

Youngstown, OH

Ameriprise

Robert Notary is a financial advisor with Ameriprise in Youngstown, OH, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its predecessor firms since 1989. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Bradley H

Series 66

Youngstown, OH

Ameriprise

Bradley Handel is a financial advisor with Ameriprise in Youngstown, OH, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of advising, he owns and manages businesses, including an independent insurance brokering operation focused on long-term care and fixed annuities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide clients with written recommendation reports and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Hannah R

Series 66

Youngstown, OH

Ameriprise

Hannah Ritchie is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, she worked in education roles at Warren City Schools and Canton City Schools, and attended Youngstown State University. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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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