Brundage, Pearl & Associates

Brundage, Pearl & Associates A Financial Advisory practice of Ameriprise Financial Services, LLC We are passionate about helping you plan to achieve your financial goals.

Our approach
At Brundage, Pearl, & Associates, our team will work closely with you to determine the strategies needed in developing a customized financial plan. We embrace a high standard of professionalism and service to ensure you have a meaningful client experience. Areas of Focus: Retirement Planning Strategies Estate Planning Strategies Family Finances Small Business Investments Education Pla

nning Insurance

Working Together Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. CA Insurance

Many long-term investors have significant unprotected gains in equities. But where will the markets go next? Let's talk ...
05/25/2022

Many long-term investors have significant unprotected gains in equities. But where will the markets go next? Let's talk about ways you can stay invested while adding a level of downside protection.

As we navigate through this period of elevated market volatility, Ameriprise Global Market Strategist Anthony Saglimbene...
05/24/2022

As we navigate through this period of elevated market volatility, Ameriprise Global Market Strategist Anthony Saglimbene shares a few key considerations for investors.

05/23/2022 Anthony Saglimbene Last week, the S&P 500 Index lost 3.1%, touching a bear market for the first time since March 2020 at the onset of the pandemic. While the index did not officially close in a bear market last week, given a majority of its constituents have already fallen by more than 20...

How do you plan to pay for college? Consider a 529 plan. It offers tax advantages and account owner control. Contact us ...
05/24/2022

How do you plan to pay for college? Consider a 529 plan. It offers tax advantages and account owner control. Contact us to learn more.

Do you and your partner squabble over spending? Here's how to keep the topic from being so tense.
05/24/2022

Do you and your partner squabble over spending? Here's how to keep the topic from being so tense.

We vow to love each other for richer or poorer, but that doesn't stop us from squabbling over finances. Experts weigh in with solutions for couples' thorniest challenges.

We all know how energizing it is to get a fresh perspective on your work. That’s how I feel after attending the Ameripri...
05/23/2022

We all know how energizing it is to get a fresh perspective on your work. That’s how I feel after attending the Ameriprise Financial Circle of Success National conference in San Diego for the firm’s top performing advisors last week. Ask me about what we discussed — and how I’ll use what I learned to help you reach your financial goals.

Get financial guidance in Las Vegas, NV from Steven M Brundage & balance pursuing tomorrow's dreams with your goals for today.

Romance scams are on the rise. Learn how to protect yourself and others from fraud with these prevention tips.
05/22/2022

Romance scams are on the rise. Learn how to protect yourself and others from fraud with these prevention tips.

Romance scams typically target people who are emotionally vulnerable. Learn what to do if you suspect someone is being targeted.

The Ameriprise Investment Research Group revises 2022 expectations for the 10-year Treasury yield and Fed Funds Target r...
05/21/2022

The Ameriprise Investment Research Group revises 2022 expectations for the 10-year Treasury yield and Fed Funds Target range in light of global supply disruptions tied to Covid-19 and Russia’s invasion of Ukraine.

During periods of market volatility, it’s important to stay in the game and maintain a long-term perspective. Historical...
05/20/2022

During periods of market volatility, it’s important to stay in the game and maintain a long-term perspective. Historically, markets have proved resilient over time. Let’s talk today.

Traveling this summer? Keep an eye out for hidden costs.
05/18/2022

Traveling this summer? Keep an eye out for hidden costs.

While you can't avoid all fees completely, a little research goes a long way.

Are you looking to give back? Together we can develop a well-rounded strategy for charitable and personal philanthropic ...
05/17/2022

Are you looking to give back? Together we can develop a well-rounded strategy for charitable and personal philanthropic efforts.

See how you can fit charitable giving into your financial plan with these unique ideas and tips, from tax deductions to setting up donor-advised funds

Setting financial goals may seem daunting but the sooner you document your goals, the sooner you can begin achieving the...
05/16/2022

Setting financial goals may seem daunting but the sooner you document your goals, the sooner you can begin achieving them. Let's connect and begin outlining your goals.

Setting financial goals will help you develop a strong budget and set you on a path of financial health for years to come. Learn how to dream big—and get there—here.

For many investors, the money they leave behind is as important as the money they save for retirement. Let's talk about ...
05/15/2022

For many investors, the money they leave behind is as important as the money they save for retirement. Let's talk about ways to grow and protect your legacy.

Address

2 Park Plaza, Sh*te 1100
Irvine, CA
92614

Opening Hours

Monday 9am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 9am - 5pm

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