Evan S. Branfman, Financial Advisor

Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc.

My Approach As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours. Areas of Focus - Estate Planning Strategies - Retirement Planning Strategies - Saving for Education - Small Business Qualifications - Institute of Business and Finance - Certified Annuity Specialist® - Institute of Business and Finance - Certified Funds Specialist® - College for Financial Planning - Chartered Mutual Fund Counselor® - College for Financial Planning - Chartered Retirement Planning Counselor® - College for Financial Planning - Accredited Asset Management Specialist® - College for Financial Planning - Accredited Wealth Management Advisor® - College for Financial Planning - Chartered Retirement Planning Specialist - Series 7, 63, Life, Accident & Health Licensed - SUNY Albany, B.A. Finance, Economics & Marketing - CA Insurance #0G22347 18 Years of Experience Working Together Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect Professional help in clarifying your financial goals and priorities If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives Accurate information about our tailored solutions, including risks, benefits and costs What to bring A list of any questions you have regarding your current financial situation Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. I very much value client endorsements and referrals, and I welcome your endorsements for the skills that I have listed below. Due to industry regulations, I am unable to accept or display endorsements for skills not listed on my profile. Therefore, please only endorse me for the specific skills listed below. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

Donut holes, raised glazed, cake donuts… you name it. We love them all on National Donut Day!

Setting specific financial goals can help boost your financial confidence and increase your chances for success.

newsroom.ameriprise.com

It Was the Best of Times; It Was the Worst of Times | Ameriprise Newsroom

Depending on where one sits, today’s economy may indeed be the best of times or the worst of times.

newsroom.ameriprise.com For individuals, the current condition is just about as good as it gets. But that enthusiasm is noticeably absent when looking at bigger businesses.

usatoday.com

More baby boomers stay in their homes as they reach retirement, skipping downsizing

Many boomers are opting to stay in their homes rather than downsizing. Where do you plan to live in retirement?

usatoday.com Many Baby boomers are staying in the houses in which they raised their kids even when they become empty-nesters and retire

Today we honor and give thanks to all those who’ve sacrificed their lives serving and protecting our country.

newsroom.ameriprise.com

Trade Likely to Cast a Shadow Over Investor Sentiment and Corporate Decision Making | Ameriprise Newsroom

The trade dispute between the U.S. and China remains the elephant in the room for investors, according to Ameriprise Chief Market Strategist David Joy.

newsroom.ameriprise.com The latest escalation in the size and scope of tariffs reduces the likelihood that an agreement between the U.S. and China will be reached anytime soon.

cnbc.com

Should you really do nothing amid market volatility? It depends on whether you're 27 or 63

Market swings can mean different things depending on your stage in life. Learn how fluctuating markets can have an impact at any age.

cnbc.com As the longest bull market in history possibly wanes, it can be helpful to turn your attention to your own timeline. Here's how you should react and plan for volatility, depending on your age.

barrons.com

How to Protect Your Retirement Plans From a Sudden Health Scare

Unexpected health issues may cause some people to retire earlier than expected. Learn what you can do to help prepare.

barrons.com Suffering a sudden health scare can force someone into retirement earlier than expected. There are ways, though, to prepare for this possibility and make sure you stay financially secure.

newsroom.ameriprise.com

What’s the Economic Cost of a Trade Battle? Time will Tell | Ameriprise Newsroom

While trade talks left markets spinning, there was encouraging news elsewhere. Ameriprise Chief Market Strategist David Joy weighs in.

newsroom.ameriprise.com U.S. equities in the S&P 500 endured their worst week of the year, falling nearly 2.2 percent.

usatoday.com

Dow stock swings are exhausting, but here's how to survive

While market swings can be concerning, it’s important to keep things in perspective. If you have concerns about the impact of volatility on your finances, let’s talk.

usatoday.com Massive intraday swings in the Dow Jones industrial average can test even the steeliest investor. What you need is a little perspective.

Expressing love and gratitude to all mothers today.

barrons.com

Scammers Like to Target Retirees. Here Are Some Ways to Protect Yourself.

Learn what steps you can take to help protect yourself or a parent from scammers.

barrons.com Even among healthy older adults, age-related changes in the brain can make people more susceptible to financial exploitations, according to research.

newsroom.ameriprise.com

Trade Negotiations Make the Path Forward for Markets Difficult | Ameriprise Newsroom

After ending last week on a positive note, trade talks have investors feeling uncertain.

newsroom.ameriprise.com Last week ended with investors feeling good about the prospects for the global economy.

If you own a small business or plan to start one, let’s talk about your goals and make sure you have the professional resources you need for success. #SmallBiz

ameriprise.com

Reasons to consider an early 401(k) roll over

Rolling over your 401(k) while still working could help you manage your retirement savings more effectively. Learn more about your options and let’s connect to discuss.

ameriprise.com Learn how in-service distributions could help you better manage your retirement savings.

newsroom.ameriprise.com

Is Recent Economic Data as Good as it Seems? | Ameriprise Newsroom

Estimates of the first quarter U.S. GDP growth exceeded expectations. But the details were not quite as encouraging as headlines would suggest.

newsroom.ameriprise.com Strength from inventory rebuilding and trade improvement contributed to the Q1 growth rate, while both personal consumption and business investment slowed.

Ameriprise Research: Although the S&P 500 is near an all-time high, the average stock in the Index is still 12.3% away from its 52-week top, suggesting room for equity prices to rise if the environment continues to improve.

What are you doing to protect our planet today?

newsroom.ameriprise.com

Earnings and Economic Data Become Increasingly Influential | Ameriprise Newsroom

While earnings had investors feeling optimistic last week, the celebratory mood may be premature, according to Ameriprise chief market strategist David Joy.

newsroom.ameriprise.com Stocks rose for the second straight week to begin the second quarter, although the gains were more muted.

When you prepare for whatever life brings — both the expected and the unexpected – you feel more confident. Let’s talk about your goals and how you can achieve them.

[04/15/19]   Today is the deadline to file your 2018 tax return. If you expect a refund, let’s talk about how you can put it to work toward achieving your goals.

[04/15/19]   Today is the deadline to file your 2018 tax return. If you expect a refund, let’s talk about how you can put it to work toward achieving your goals.

[04/11/19]   Families who openly discuss financial topics like estate planning feel more confident, according to the Family Wealth Checkup study from Ameriprise (https://bit.ly/2TOrNmP). Celebrate #NationalSiblingsDay by reaching out to your family members to start the conversation.

marketwatch.com

5 reasons seniors should consider getting a pet

Owning a pet can get even better with age. A new poll suggests that retirees in particular can benefit from an animal companion.

marketwatch.com The National Poll on Healthy Aging finds that pets fetch health benefits for older adults — but there’s some risks, too.

Rebalancing your investments could help you manage risk and stay on track toward your goals. Let’s talk about how it could work for you.

time.com

Productivity Tips: When to Sleep and When to Wake Up

How often do you try to wake up early to be more productive? Here’s what you might want to try instead.

time.com Smart sleep habits may have less to do with the time we go to sleep or wake up, and more to do with an entirely different habit.

youtube.com

Be Brilliant | Ameriprise Financial Commercial | “Checking In”

Setting life goals is important. What are your plans to share your experiences with others?

What does living brilliantly look like to you? Is it finally pursuing the career you’ve always dreamed of? The right financial advisor can help you pursue yo...

Face the future with confidence

Life is full of unexpected events and even the best-laid plans can change. That’s why it’s important to revisit your financial strategy as markets change. I’m here to help.

www.ameriprise.com It’s easier to meet your financial goals when you and your advisor have discussed them together.

marketwatch.com

3 hard decisions about aging you must make before someone does it for you

It’s not easy to think about aging, but it can be important in deciding how we age. Here are some ideas to consider as you approach retirement.

marketwatch.com As you grow older, if you want to make your own decisions about how to live, you need to be proactive.

How will marriage affect your long-term finances? That’s a question many couples might be thinking about. I can help you understand how your finances might change after marriage.

ameriprise.com

3 college saving strategies

With 71% of students graduating from college with student loans, it's important to first consider all your options.

ameriprise.com The value of college continues to rise, along with college costs. Learn more about saving options.

Success doesn’t come overnight. What’s the most important lesson you would share with the next generation?

bloomberg.com

These Six Lesser-Known Wine Destinations Are Great Escapes for 2018

Finding an off-the-beaten-path vacation can be worth it. What’s the best vacation destination you’ve ever been to?

bloomberg.com From remote, northern Argentina to a new château in Provence, these new spots will dazzle your palate and the rest of your senses.

money.cnn.com

How to find your own network without 'networking'

Networking can be a key component to your next career move. Here are some tips to make it a little easier.

money.cnn.com When you're making big career decisions, you turn to your mentors and your trusted peers. But how do you find these mentors and trusted peers in the first place?

cnbc.com

4 types of resumes that'll get your foot in the door

Landing a new job can often benefit your financial situation. Here are some tips for your next job search.

cnbc.com Try these surefire ways to make your resume stand out.

Some people like to partially retire while still working part time or as consultants. If you were to start a new career in retirement, what would it be?

marketwatch.com

Near retirement age, work and life is a balancing act

Have you thought of how you’ll balance work and life as retirement approaches? Here are some tips.

marketwatch.com As workers reach their 50s and 60s, they often grapple with two big issues: work/life balance and job satisfaction.

ameriprise.com

Guide to understanding Medicare open enrollment

Medicare open enrollment begins soon. Here’s what you should consider for yourself or your loved one(s).

ameriprise.com Medicare has a few different parts. Learn about what each part is, and how you might make adjustments based on changes in your health.

ameriprise.com

Retirement checklist: Tips to help you organize and manage your finances

Organizing your financial documents can help make managing your finances easier. Try these tips, and call with any questions.

ameriprise.com Learn how to organize your financial accounts for your peace of mind or for your beneficiaries.

cbsnews.com

Seniors beware: New con targets Social Security checks

If you think something isn’t right, just hang up.

Scam artists seek personal information to steal people's Social Security checks, government officials warn

ameriprise.com

Countdown to retirement: Are you ready?

Do you know what you should be thinking about 10 years away from retirement? How about 5 years out, or just 1 year? If you’re not sure, you’re not alone. Here’s some food for thought to help break down the retirement countdown.

ameriprise.com Re-evaluating your retirement strategy at key times can make your post-work life easier.

8 Tips to Set Up a Snowbird Lifestyle

8 Tips to Set Up a Snowbird Lifestyle

Does the snowbird lifestyle interest you? If so, here's what to consider before making this retirement move.

8 Tips to Set Up a Snowbird Lifestyle Here’s how to permanently avoid winter in retirement.

5 Medicare Tips for New Retirees

5 Medicare Tips for New Retirees

Medicare open enrollment begins soon. Here's what you should know before transitioning from employer health insurance to Medicare.

5 Medicare Tips for New Retirees Switching from employer health coverage can be tricky.

Are you worried that saving more for college will hurt your chances for financial aid? A reality check shows that’s not the case.

[02/20/16]   If you could retire anywhere in the world, where would you go?

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Location

Telephone

Address


445 Broad Hollow Rd
Melville, NY
11747

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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