ANTON MEDIA GROUP • APRIL 6 - 12, 2022
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Customized advice that changes with your needs. Everyone has different financial goals and priorities, and they change and grow as you do. That’s why it’s important for me to get to know you and understand what you’re working toward. Together, we can create a personalized financial plan that fits your needs today and helps you build the tomorrow you deserve.
Philip P Andriola, JD Private Wealth Advisor Chief Executive Officer of
Forbes Best-in-State Wealth Advisors, 2019-2021 Andriola, Goldberg & Associates, Ameriprise Client Experience Award, 2020-2021
Andriola, Goldberg & Associates
516.345.2600
A private wealth advisory practice of Ameriprise Financial Services, LLC
401 Franklin Ave, Ste 101, Garden City, NY 11530 philip.p.andriola@ampf.com | philippandriola.com
401 Franklin Avenue, Suite 101 Garden City, NY 11530 Not Federally Insured | No Financial Institution Guarantee | May Lose Value 516.345.2600
CA Insurance #0G20827 This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations; as well as a quantitative review that includes assets under management and revenue generated for their firms. Investment performace is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, Inc. All rights reserved.
5 Steps to Effectively Manage Today’s Market Volatility
Philip P. Andriola, JD, is a Private Wealth Advisor and Chief Executive Officer with Andriola, Goldberg & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC.
You’ve prepared for a rewarding retirement. I can help you make the most of it.
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have always recovered any ground lost Continue or expand systematic during short-term setbacks. Headlines investments While volatile markets come and go, but building an effective, can be concerning, they shouldn’t long-term strategy should remain your impact your ongoing investment plans. primary focus. If you regular contributions to Your vision ofmake retirement is unique, and your financial plan your workplace savings plan or other He Wealth offers fee-based financial too. Asit’san Ameriprise Private Advisor, I have Re-assess your risk toleranceshould If you’re beaccounts, best to maintain those planning and asset management feeling uneasy about market volatility, the qualifications knowledge you grow investments. and If markets go down, yourto help strategies and hasand beenpreserve in practice you may need to take another look at regular contribution will purchase more your wealth. Whether it’s investment management, tax strategies for 23 years. To contact him: the level of investment risk with which shares of the investment. That could you are comfortable. Periods or of market legacy planning, I’ll work with you to find the right financial www.philippandriola.com benefit you over the long run. If you Times like these can cause anxiety for volatility are often a true test of the ability to save more through solutions have for the your individual needs. And I’m backed byAvenue the 401 Franklin investors. As you watch markets move ability to withstand temporary setbacks systematic investing, don’t be hesitant Philip P Andriola, JD Suite 101 strength and stability of one of America’s leading retirement up and down, sometimes dramatically to your portfolio. Another consideration to boost those amounts you sock away Private Wealth Advisor, in a day, it’s natural to wonder whether is your time horizon. For example, if you Garden City, NY 11530 planning companies. regularly. ChieftoExecutive Officer it’s time to make changes your are within five years of retirement, you (516) 345-2600 investments. Before you do so, it’s may want to consider scaling back the Review your strategy with your Andriola, Goldberg & Associates philip.p.andriola@ampf.com important to think about your finances level of risk in your portfolio to protect financial advisor.Advisory It can be helpful to 2012-2016 Ameriprise Chairman’s Council A private wealth advisory practice of in the context of the broader picture and against the impact of a major downturn discuss your financial situation in the Ameriprisewho Financialoccurring Services, STAR context Wealth Manager 2014-2015 Investment advisory products and services are made seek advice from a professional at Inc. the wrong time –FIVE just when of today’s markets with your available through Ameriprise Financial Services, LLC, a can help you evaluate516.345.2600 what actions, if you need the money for retirement. financial professional. They will be able registered investment adviser. Your vision of retirement isyou unique, and your your financial plan You’ve prepared for a rewarding any, you should take. 401 Here are five tips to help assess current position, Franklin Ave, Ste 101 should be too. As an Ameriprise Private Wealth Advisor, I have Stay properly diversified Once you’ve to get started. your portfolio appropriate retirement. can help you the qualifications if and knowledge to carries help youan grow and preserve Garden City, NYI11530 determined your risk tolerance,your thewealth. next Whether levelit’sofinvestment risk and whether theretaxmay be management, strategies make the most consideration of it. Don’t let daily eventsedith.a.stahl@ampf.com overly influence is diversification.orMaintain legacy planning, I’ll work with you to find theyou right financial investment opportunities should solutions for your individual needs. And I’m backed by the your decision making. It is easy to an appropriate balance of stocks, bonds, philippandriola.com consider today. Having a conversation Philip P Andriola, JD strength of one of America’s leading retirement become overwhelmed with the headlines Private and other types of investments. In and stability Wealth Advisor, about the best way to approach today’s planning companies. Chief Executive Officer of the day, particularly if seemingly bad addition, make certain you don’t have a markets can make a difference and can Ameriprise Financial Services, LLC. Andriola, Goldberg & Associates The Five Starnews Wealth Manager by Crescendo BusinessAmeriprise Services, LLChelp (dba Five Professional), is based on 10 objective criteria: is piling up and award, having aadministered negative position. of thumb, Chairman’s Advisory Council 2012 - 2016 Aconcentrated private wealth advisory practice ofAs a rule keep youStar on track to achieve your Member professional FINRA and SIPC.in the Financial holding Services, Inc. FIVE adviser STAR Wealth Manager 2014 - 2015 2. Actively employed as a credentialed impact the markets.investment Keep in mindadviserAmeriprise no should represent 1. Credentialed as on a registered orindividual a registered investment representative; most important goals. 516.345.2600 ©2022 Ameriprise LLC. that we’ve seen many where more 3. than 20% of your asset mix. and This complaint history review (please note unfavorable financial services industry for a periods minimum of five years; Favorable regulatory feedback mayFinancial, have been 401 Franklin Ave, Ste 101 markets suffered sharp downturns. includes company stock you may hold in Garden City, NY 11530 All rights reserved. discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint edith.a.stahl@ampf.com Yet historically, markets as a whole your workplace retirement plan. philippandriola.com The year 2022 has presented challenges for investors, with stock markets experiencing significant volatility and bond markets showing unpredictable movement. Much of this can be attributed to external events. The most notable triggers are Russia’s invasion of Ukraine, an extended period of higher inflation, and a shift in monetary policy by the Federal Reserve.
process*); 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client Business assets administered; 9. Number ofonclient households served; 10. Education and professional The Five Star Wealth Manager award, administered by Crescendo Services, LLC (dba Five Star Professional), is based 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively employed as a credentialed professional in the designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review (please note unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s
