Pascale John

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Mon - Fri:	8:00 am - 4:30 pm

Charitable Giving
Taxes can make a large impact on what your beneficiaries receive, but there are a variety of ways to help reduce taxes and make sure you pass along assets as efficiently as possible, including the strategic use of personal trusts, beneficiary management and charitable giving and gifting. Another option is a capital transfer strategy, which allows the repositioning of certain taxable accounts â€” such as CDs and brokerage accounts â€” for a cash-value life insurance policy, which can provide tax-deferred growth and a guaranteed death benefit for your heirs.

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General Info: The advisor listed is an Ameriprise financial advisor in Roslyn. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question. And it's one of many questions I'll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won't. Why? Because your vision of the future is unique and I'm committed to helping you achieve it. Let's start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.I'm here to help you live the life you've earned. When you have the right advisor, life can be brilliant.
Email: Email Business
Extra Phones: TollFree: (800) 257-8740
Neighborhoods: Greater Roslyn, Roslyn
AKA: Pascale, John, AGT
Other Link: http://www.ameriprise.com
Categories: Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (516) 801-0114

Address: 1433 Old Northern Blvd, Roslyn, NY 11576