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.

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Location

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Address


445 Broad Hollow Rd
Melville, NY
11747
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