Munn & Associates

Munn & Associates Munn & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
80 East Route 4, Suite 390
Paramus, NJ 07652

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals. Areas of Focus


Retirement Planning Strategies
Saving for Education
Charitable Giving
Retirement Income Strategies
Estate Planning Strategies
Family Finances
Wealth Preservation Strategies
Intergenerational Planning

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs


What to bring
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

CA Insurance # 0B99050

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

Even if you’ve hit your contribution limits, there are strategies to help you keep saving in a tax-efficient way. Reach ...
03/05/2026

Even if you’ve hit your contribution limits, there are strategies to help you keep saving in a tax-efficient way. Reach out today to discuss your options.

The best time to protect your income is when you’re healthy and working. Costs rise as you age, and coverage can become ...
02/19/2026

The best time to protect your income is when you’re healthy and working. Costs rise as you age, and coverage can become harder to get. Let’s explore options that fit your life now and in the future. Contact me to learn more.

02/18/2026

Ameriprise Financial Fixed Income Strategist Brian Erickson breaks down the concept of Federal Reserve independence and why it’s essential to the stability of the broader economy and global markets.

Happy Valentine’s Day! Wishing you a day full of joy and connection.​Love shows up in many forms — even in the choices t...
02/14/2026

Happy Valentine’s Day! Wishing you a day full of joy and connection.​

Love shows up in many forms — even in the choices that shape a
brighter tomorrow. Whether you’re planning shared goals or
giving the gift of financial peace of mind, We're here to help
you build what matters most.

Paying taxes in your investments every year can slow your progress. Explore ways to defer taxes and potentially accelera...
02/05/2026

Paying taxes in your investments every year can slow your progress. Explore ways to defer taxes and potentially accelerate growth. Message me to start the conversation.

01/27/2026

You might be tempted to make drastic moves during market downturns. But making investment decisions based on emotions can hurt your long-term growth potential. How? You may lock in losses and miss out on gains when the market recovers. While it’s hard to watch your portfolio fluctuate with the ups and downs of the market, sticking with your long-term strategy may pay off over time.

01/26/2026

Ameriprise Financial experts explore key economic drivers, stock market trends and fixed income strategies to help you navigate the year ahead.

Your income fuels everything from daily expenses to long-term plans. What happens if it stops unexpectedly? Let’s talk a...
01/23/2026

Your income fuels everything from daily expenses to long-term plans. What happens if it stops unexpectedly? Let’s talk about ways to help keep your goals on track, no matter what life brings. Reach out to me today to start the conversation.

Taxes can take a big bite out of your investment growth. Let’s talk about strategies that help reduce the impact and kee...
01/08/2026

Taxes can take a big bite out of your investment growth. Let’s talk about strategies that help reduce the impact and keep your money working harder for you. Contact me today to learn more.

01/01/2026

Happy New Year! We wish you a happy and prosperous year ahead.

What financial goals do you want to achieve? Write down your short-, medium- and long-term financial goals. Tip: The mor...
12/27/2025

What financial goals do you want to achieve? Write down your short-, medium- and long-term financial goals.

Tip: The more specific and measurable your financial goals are, the more likely you are to achieve them. https://bit.ly/4ja5cNP

Smart money habits start at home. Recent Ameriprise research reveals that parents shape how kids think about everything ...
12/23/2025

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

Address

Paramus, NJ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Munn & Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category