Stanley Y. Tse, Financial Advisor

05/13/2022

We’re honored to be invited to the Circle of Success National conference in San Diego this week. Ameriprise Financial sponsors this event to recognize the firm’s top advisors. Looking forward to sharing new ideas for how to help you reach your financial goals!

04/08/2022

This spring we celebrate 20 years with Ameriprise! We love working with our clients and thank you for the privilege of sharing your goals, concerns, and milestones. Here’s a flashback photo from the early days.

03/03/2022

I am delighted to announce a recent addition to our team at Westerly Financial Partners. Dan Grigg has just joined us as our new Client Relationship Manager. Dan has much experience in the financial world and looks forward to meeting all of our clients and friends in person as we start to re-open our office, or virtually.

Welcome, Dan!

01/20/2022

January is National Financial Wellness Month. Let’s work together to make progress towards your top financial goals.

01/15/2022

In the time leading up to your retirement you’ll need to make many key financial decisions that can impact your income and taxes. I’m here to help you navigate your retirement window.

Your advisor will provide strategies to address these factors, which may extend your retirement income.

01/12/2022

Deciphering Social Security can be tough. Did you know the payment on a Social Security statement is just an estimate? Contact me to learn more.

12/24/2021

Wherever you are and whomever you’re celebrating with, may your holiday season be a happy, hopeful one.

10/19/2021

When you retire, you may spend more than you plan for due to added lifestyle expenses and inflation. Let’s connect and make sure you’re prepared.

10/12/2021

A disability or illness could require you to retire earlier than planned. Together, we can build a plan that protects your assets – even if the unexpected happens.

10/05/2021

If you are concerned about the uncertainty of Social Security retirement benefits, we can work to add flexibility into your personalized retirement income plan.

10/05/2021

Understanding your risk tolerance level can help you feel more confident during market ups and downs. If you don't know your risk tolerance, or if you think it has changed, let's talk.

09/28/2021

While Medicare covers some health care expenses in retirement like doctor visits, other routine care like eye exams won’t be covered. Let’s connect and make sure you’re prepared.