LONG ISLAND WEEKLY • JULY 6 - 12, 2022 5A
FULL RUN
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.
Worried About the Stock Market? Here’s How to Reduce Your Investment Risk.
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.
Asset allocation. This strategy several companies that meet growth During times of market volatility like involves holding investments across criteria, you are protected in the we’ve seen since the start of 2022, it’s different asset classes to meet event one of those companies fails. natural to feel a bit skittish about the your investment objectives. Asset stock market. It’s a potent reminder He offers fee-based financial averaging. This classes include stocks, bonds, that there are risks to stock ownership. Your visionDollar-cost of retirement is unique, and yourand financial plan planning asset management investment strategy takes a cash and alternatives. Each asset Individual stocks are not guaranteed should be too. As an Ameriprise Private Wealth have strategies andAdvisor, has been inI practice disciplined approach to purchasing class has a different risk profile to grow and may lose value. The good investments. Theknowledge idea is to purchase for 24 years. To contact him: and to help you grow and preserve and upside potential. How the muchqualifications you news is that the stock market has more shares of stocks, bonds and/ assign to each asset classyour will wealth. Whether it’s investment management, historically delivered a higher rate of www.philippandriola.com tax strategies or mutual funds when prices are low depend on individual circumstances return than other forms of investment in 401 Franklin Avenue and purchaseI’ll fewer shareswith when you to find the right financial legacy planning, work such as your time horizon,or tolerance the same timeframe. With this in mind, Suite 101 prices are high. The principal here for risk, need for liquidity, tax there are strategies you can deploy solutions for your individual needs. And I’m backed by the is to be systematic in your purchasing. Garden City, NY 11530 Philip Pfrom Andriola, JD situation and your financial goals. to help insulate your portfolio strength and stability of one of America’s leading retirement Dollar-cost averaging over time Investors with a longer time horizon the natural up-and-down swings of the Advisor, Private Wealth (516) 345-2600 usually results in lower average cost of planning companies. so will market, while staying Chief invested for the Officerusually can tolerate more risk, Executive Investment advisory products and services are made shares in your portfolio, creating hold a larger percentage of stocks long term. available through Ameriprise Financial Services, LLC, a greater opportunity for profit as share Andriola, Goldberg & Associates registered investment adviser. within their portfolio. Investors with values rise. Advisory Council 2012-2016 Ameriprise Chairman’s Buy and hold. There alwayswealth be Investment products are not insured by the FDIC, NCUA A will private advisory practice of a shorter time horizon may hold or any federal agency, are not deposits or obligations of, day-to-day fluctuations in the stock Ameriprise Financial Services, Inc.or similar instruments more bonds FIVE STAR Find Wealth Manager 2014-2015 or guaranteed by any financial institution, and involve Your vision of retirement unique, and your financial plan anisally for smart investing. Talk market. Plunging stocks can cause You’ve prepared for a rewarding that offer greater security,should with be too. As an Ameriprise Private Wealth Advisor, I have investment risks including possible loss of principal and with your financial advisor to learn panic selling. Rising516.345.2600 stocks can inspire I can help fluctuation in value. lower yields. retirement. you the qualifications and knowledge to help you grow and preserve howit’s to investment implementmanagement, these and other overly optimistic purchasing. A buy-and401 Franklin Ave, Ste 101 your wealth. Whether tax strategies make the most ofPortfolio it. or legacy planning, I’ll work with you to findtothe right financial investment strategies help grow diversification. Portfolio hold investment strategy takes a longGarden City, NY 11530 solutions for youryour individual needs. And I’m backed by the investment portfolio. As with all diversifi cation is another strategy term view to investing. It discourages Philip P Andriola, JD edith.a.stahl@ampf.com strength and stability of one of America’s leading retirement Private Wealth Advisor, investments, past performance does designed to help you spread risk companies. buying or selling stocks in response to planning philippandriola.comChief Executive Officer not guarantee future results. No across your portfolio. It involves market dips and surges. Over time, Andriola, Goldberg & Associates Ameriprise Chairman’s Advisory Council 2012 - 2016 investment strategy is guaranteed to selecting a variety of investments wealth advisory practice of portfolios governed by this strategy tend A private Ameriprise Financial Services, LLC. Ameriprise Financial Services, Inc. FIVE STAR Wealth Manager 2014 - 2015 be(dba profitable or help you avoid losses. within each asset class to Services, help to deliver more robust long-term results Member FINRA and SIPC. The Five Star Wealth Manager award, administered by Crescendo Business LLC Five Star Professional), is based on 10 objective criteria: 516.345.2600 Common sense and a balanced minimize risk. For example, by putting than ones guided by emotional ©2022 Ameriprise Financial, Inc. 401 Franklin Ave, Ste 101 1. Credentialed as a registered investment adviserGarden or aCity, registered investment adviser representative; 2. Actively employed as a credentialed professional in the NY 11530 stock” money into approach tend to win the day. your “growth decisions. All rights reserved. edith.a.stahl@ampf.com
You’ve prepared for a rewarding retirement. I can help you make the most of it.
financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review (please note unfavorable feedback may have been philippandriola.com 232537 M discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dbanew Five Star Professional), on 10 objective criteria: process*); 4. Fulfilled their firm review based on internal firm standards; 5. Accepting clients; 6.is based One-year client retention rate; 7. Five-year client retention 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review (please note unfavorable feedback may have been rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint
