Michael Beall, APMA, CRPC

Michael Beall, APMA, CRPC Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Financial Advisor at Ameriprise Financial | Personalized goal-based advice to help you feel more confident about your financial future | APMA® Accredited Portfolio Management Advisor Email: [email protected] // Phone: 631.683.5570

**My commitment to clients**

*One-to-one financial advice

I begin with what’s most important to you—from goals that can include retirement or education, to a maj

or purchase like a second home.

*Personalized recommendations

I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

*Regular meetings

I document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

*Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.

***Sign up for a complimentary initial consultation:

https://www.ameripriseadvisors.com/michael.beall/profile/?openFormModal=request-contact


Outside of the office, I enjoy baseball, history, business, and fitness—interests that keep me grounded and balanced.

06/24/2026

Many successful professionals assume retirement is still years away. Then we run the numbers.

Sometimes the biggest value of a financial plan isn't finding out when you can retire. It's discovering you have more options than you thought.

A clear plan can turn uncertainty into freedom and help answer one important question:

Are you working because you want to, or because you have to?

If you're curious where you stand, let's have a conversation.

https://www.ameripriseadvisors.com/team/paxim-private-wealth/insights/how-to-retire-early/

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you ...
06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

06/19/2026

Some of the most important financial lessons kids learn will never come from a classroom.

Summer is a great opportunity to teach things like saving, patience, spending wisely, and understanding the value of money through real life experiences. Those small moments can shape healthy habits for years to come.

And if helpful, we’re always happy to introduce ideas or help facilitate those conversations with families.

https://www.ameripriseadvisors.com/team/paxim-private-wealth/insights/financial-literacy-for-kids/

06/17/2026

Building wealth usually looks a lot less flashy than people expect.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/22/2026

Most executives don’t realize how concentrated they actually are.

Salary, bonus, and RSUs are often all tied to the same company, which means your income and your net worth are exposed to the same risk. It feels fine when things are going well, but it creates a level of dependency that usually isn’t intentional.

This is where a bit more structure helps. Reviewing your exposure, setting a plan around RSU sales as they vest, and gradually diversifying over time can reduce that risk without overreacting. It’s less about making a big move and more about making sure your overall plan isn’t built around a single outcome.

https://www.ameripriseadvisors.com/team/paxim-private-wealth/insights/executive-compensation/

05/20/2026

You’re tired… not done.

05/18/2026

Charitable giving has always felt pretty straightforward. You give, you deduct, and move on.

That may not hold up the same way in 2026. New tax rules could reduce how much of those contributions actually count, especially for higher earners who itemize. For many people, that means the same habits around giving may become less efficient over time.

This is where a bit more planning comes in. Timing, structuring gifts, or using tools like donor-advised funds can help make sure your giving still aligns with your broader financial picture.

https://www.ameripriseadvisors.com/team/paxim-private-wealth/insights/tax-rules-charitable-giving-deductions/

Address

145 Pinelawn Road Suite 340 N
Melville, NY
11747

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