Peter Stephanatos, CRPC

10/10/2025

Ameriprise Financial recently celebrated 20 years on the New York Stock Exchange – a milestone that reflects the firm’s long-standing commitment to putting clients first, innovation and excellence.

I'm proud to be a part of a values-based firm helping people feel confident about their financial future.

Here’s to our next chapter and continuing to make a meaningful difference.

06/21/2025

Can you spot a phishing attempt? Learn how to spot one of the most common types of fraud.

Suspicious message? Don’t take the bait.

06/18/2025

From chatbots to stock recommendations, generative AI could automate many aspects of your financial life. But is this technology safe? Get tips on how to take advantage of AI’s benefits and protect yourself from the risks.

Leverage the potential benefits of AI and mitigate the risks.

06/14/2025

Many people hope to travel the world in retirement. Where will retirement take you?

Financial considerations for traveling in retirement.

06/06/2025

AI technology has been around for a decade, but it’s now coming to the forefront of many companies.

The investment opportunity in artificial intelligence (AI) may appear to be carried by a small group of mega-cap stocks. Yet there is activity bubbling below the popular radar.

05/30/2025

Don’t wait until your child is in high school to start thinking about college costs. The earlier you begin planning the more financing options you’ll have.

5 considerations as you set your child’s education goal

05/19/2025

Even if you don't expect to qualify for need-based aid, applying for financial aid can be beneficial.

For many families, financial aid is a key part of planning and paying for college.

05/16/2025

Required Minimum Distributions (RMDs) can take a toll on your taxes. Consider these strategies before your 73rd birthday.

Learn about retirement tax planning strategies to reduce your tax bill.

05/05/2025

I’m proud to share that I have been named to the Circle of Success – a distinction reserved for Ameriprise Financial's top advisors. This recognition reflects my commitment to serving clients like you. Thank you for your trust and loyalty!

Get financial guidance in Rochelle Park, NJ from Peter Stephanatos & balance pursuing tomorrow's dreams with your goals for today.

04/30/2025

Exciting news: I received the 2024 Ameriprise Client Experience Award! This recognition highlights my commitment to outstanding client care, service and personalized advice. Thank you for your support. https://bit.ly/4dfeqXv

04/28/2025

It's been an interesting year for investors, but history shows that staying the course has paid off in the long term. Get in touch to help ensure your portfolio is positioned to achieve your long-term goals.

04/25/2025

As the AI trend continues, what does it mean for the software industry?

Software spending is in decline, while trends in AI may take more wallet share.