José L. Quintanilla, CEPA, CRPC, APMA - Ameriprise Financial Advisor

07/19/2024

Join us for a seminar that focuses on how to help pay for college expenses. Learn about savings strategies and the importance of selecting a college and a major; financial aid and the application process; and smart borrowing and how to manage debt.

Learn about upcoming financial seminars and financial events in Long Beach, CA, hosted by financial advisor: Jose Quintanilla.

01/03/2024

As we enter a new year, I want to reflect on the last and take a moment to say thank you for your partnership, friendship, and support in making 2023 the most successful year yet. Over the next few days, I’ll be sharing some highlights from 2023:

New office Open House and School Supply Drive: In 2023, I moved into a new office space in Long Beach to reduce my commute and be even more connected to the community I live in. We held an open house, where we collected school supplies to donate to the Assistance League of Long Beach and their Operation School Bell program, which provides uniforms and school supplies to the students of Long Beach. We collected over 50 pounds of school supplies, which we then packed and distributed to students in partnership with the Rotary Club of Signal Hill.

02/22/2023

One of the best ways to teach kids about money is to allow them to practice making financial decisions. How have you helped your children or grandchildren learn the basics of money management?

Here’s how you can teach your children how to save, spend, and grow their money wisely.

02/21/2023

What brings you meaning in your work?

02/16/2023

Ameriprise Financial Chief Market Strategist Anthony Saglimbene sheds light on three indicators that will likely influence the direction of stock prices in the coming months.

02/14/2023

Wishing you feelings of love today and every day. Happy Valentine’s Day!

02/10/2023

As the first quarter of 2023 kicks off, Ameriprise Financial experts discuss what to watch for in the new year, as well as strategies for investors to consider.

02/05/2023

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

02/01/2023

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

02/01/2023

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

01/30/2023

Planning an early retirement? Let’s discuss when you should take Social Security benefits.

Planning an early retirement? When to take Social Security benefits requires weighing more than just your retirement date.