Gershoni & Associates

Gershoni & Associates A Financial Advisory practice of Ameriprise Financial Services LLC Want to learn more?

Personalized financial and investment strategies
Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfoli

o to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Areas of Focus
•Wealth Preservation Strategies
•Family Finances
•Cash Flow Management Strategies
•Charitable Giving
•Executive Compensation and Benefit Strategies
•Tax Planning Strategies
•Retirement Planning Strategies
•Insurance
•Saving for Education
•Investments
•Retirement Income Strategies
•Estate Planning Strategies


Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

The rules for holiday tipping are a little different this year. Who are you adding to your list?
12/14/2020

The rules for holiday tipping are a little different this year. Who are you adding to your list?

How to handle tipping for this holiday season, from acknowledging those who have gone above and beyond to showing appreciation when you are flat broke.

Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
11/26/2020

Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?

Timely tips from the 'Friends Talk Money' podcast hosts

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best p...
08/25/2020

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan of action for you and your goals.

There are a number of things to take into account when deciding if you should roll over your 401(k) from a former employer.

We plan carefully for retirement, but unexpected events can happen. Learn how to manage common retirement risks.
05/09/2016

We plan carefully for retirement, but unexpected events can happen. Learn how to manage common retirement risks.

Find out about common retirement risks and get prepared with tips from Ameriprise Financial.

05/07/2016

Who do you most look forward to spending more time with once you retire?

Address

545 Long Wharf Drive Ste 501
New Haven, CT
06511

Opening Hours

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

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