Matthew A Woolf, CFP

The advisor listed is an Ameriprise financial advisor in New York. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients.Ameriprise financial advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, advise you on strategies for harnessing its potential and recommend ways to protect what is most important to you. The Seasons of Advice approach is designed to help make managing your financial life easier and more rewarding, while fully re-evaluating your plan each year. Seasons of Advice focuses on the following four seasons: Goal Tracking Season - We examine your progress, re-evaluate assumptions and possibly re-set goals and priorities for the year. Asset Allocation Season -Incorporating the criteria established in the goal tracking we examine risk tolerance, investment time frame and create an investment strategy for the next twelve months. Family, Security and Cash Flow Review Season- Cash flow is revisited and there is a complete review of estate planning strategies, beneficiary designations and employee benefits, including the annual insurance reviews. Tax Planning Season - We evaluate your investments and provide tax-wise recommendations, plus we can coordinate with your accountant to help you make informed decisions about your investments during the next tax season.

Aquila Investment MGT LLC is a New York-based investment management firm that offers a range of funds, including municipal bond funds, corporate bond funds, and equity funds. With a careful approach tailored to today's markets, Aquila aims to provide investment solutions that align with their guiding principles and the needs of their clients. Their team of experienced professionals and regional sales coverage ensure a comprehensive and personalized investment experience. Aquila's diverse range of funds includes the Aquila Tax-Free Trust of Arizona, Aquila Tax-Free Fund of Colorado, Hawaiian Tax-Free Trust, Aquila Tax-Free Trust of Oregon, Aquila Narragansett RI Tax-Free Income Fund, Aquila Tax-Free Fund For Utah, Aquila High Income Fund, and Aquila Opportunity Growth Fund. Committed to investor education, Aquila provides valuable insights, resources, and fund literature to help investors make informed decisions. With a focus on transparency and client satisfaction, Aquila Investment MGT LLC continues to be a trusted name in the investment management industry.Generated from the website

Gary Ladrido's Renewable Advisors is a leading strategy, consultancy and financial advisory firm with an exclusive focus on sustainability. Our mission is to create a pioneering business model that takes a leadership role in ushering institutional investment into sustainable capital markets.