David Newman, CFP

David Newman, CFP Financial Advisor at Ameriprise Financial Services, LLC

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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.

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.

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the fi...
12/15/2025

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

As you invest, you want to ensure that every dollar you put away is working hard. Let’s talk about how the benefits of t...
12/10/2025

As you invest, you want to ensure that every dollar you put away is working hard. Let’s talk about how the benefits of tax deferral could keep more of your money invested and the solutions that can help.

A lot of people think of nursing home care when they think about long-term care. But the truth is, long-term care can co...
12/01/2025

A lot of people think of nursing home care when they think about long-term care. But the truth is, long-term care can cover almost any service that helps you maintain your quality of life. Let’s talk about the financial options to help you cover the costs of long-term care.

11/27/2025

Happy Thanksgiving! What are you thankful for this year?

You care about leaving a legacy to your family and causes that are important to you. Let’s talk about how you can give a...
11/19/2025

You care about leaving a legacy to your family and causes that are important to you. Let’s talk about how you can give as much as possible by protecting your legacy—and potentially increasing the value of what you leave behind.

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date an...
11/18/2025

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

11/17/2025

As we look ahead to 2026, U.S. economic growth could improve modestly, but it hinges on three key dynamics playing out. Ameriprise Financial Chief Economist Russell Price breaks down his economic forecast for 2026.

11/11/2025

Today, we honor all those who have served our country. We thank you for your service and sacrifice.

Considering the years of effort you invest in accumulating your wealth, passing on as much of it as you can to those you...
11/10/2025

Considering the years of effort you invest in accumulating your wealth, passing on as much of it as you can to those you love or causes important to you is likely on your mind. Let’s talk about your legacy goals and how we can protect it.

Market ups and downs can feel overwhelming. But the good news is, there are solutions that can help limit downside expos...
11/03/2025

Market ups and downs can feel overwhelming. But the good news is, there are solutions that can help limit downside exposure, while maintaining growth opportunities for your investments. Curious on how this might fit into your strategy? Let’s connect.

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6900 Jericho Tpke Sutie 201
Syosset, NY
11791

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

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