Todd M. Stepniewski,  CFP<sup>&reg;</sup> - Financial Advisor

Todd M. Stepniewski, CFP®

MBA

Senior Financial Advisor

Ameriprise Financial Advisors

500 N Broadway, Ste 144
Jericho, NY 11753
(516) 797-7590

General

Todd Stepniewski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Advisors in Jericho, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: CA,PA,FL
  • Health/disability insurance: CA,PA,FL
  • Fixed annuities: CA,PA,FL
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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