Steve Teranishi, CFP, Private Wealth Advisor, Ameriprise Financial Services

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Steve Teranishi, CFP, Private Wealth Advisor, Ameriprise Financial Services At Ameriprise, our focus is to help clients achieve their financial goals

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Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and worki...
10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
10/28/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Tax season tip 💡​If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible...
10/23/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

Tax season reminder 📅​You may still be able to make certain retirement contributions for last year before Tax Day — pote...
10/16/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Changing jobs?  Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

+15.4%​Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​​While past pe...
10/12/2026

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.

Wondering what this election year might mean for your investments? Historically, midterm election years have often broug...
10/11/2026

Wondering what this election year might mean for your investments? Historically, midterm election years have often brought increased market uncertainty as investors assess potential policy and economic impacts.​

While short-term swings can be uncomfortable, maintaining a long-term perspective remains important. ​

If you have questions about how current events fit into your financial strategy, let's connect.

The best financial conversations start with understanding where you stand today. OmniView® can help create a more comple...
10/10/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

Tax season reminder 📋​Your charitable donations — from cash to clothing — may be deductible and could help lower your ta...
10/09/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

Address

3337 G Street, Ste D
Merced, CA
95340

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12093836577

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