Next Horizon Wealth

07/16/2026

Before deciding on a rollover, it is helpful to compare the fees and expenses of your current 401(k) with those of an IRA or a new employer’s plan. Even small differences in costs can impact your account over a long period.

We can help. A side-by-side comparison is a standard part of a thorough review.
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07/14/2026

Emerging markets today look very different than they did just a few years ago. Let’s connect if you want to better understand how international stocks could fit into your broader investment strategy.

An important market shift is underway in developing economies.

07/13/2026

Always at hand. The Ameriprise app connects you with the information you need – when you need it – to help you make smart, informed financial decisions. Download your free Ameriprise app today!
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07/11/2026

Please join us in congratulating Randy on 36 years with Ameriprise Financial! This milestone reflects years of dedication, experience, and commitment to the people he serves. We’re grateful for the impact Randy has made over the years and look forward to celebrating this accomplishment with him.

Congratulations, Randy!

07/10/2026

You know summer is officially here when we’re back out on the water again.

07/08/2026

Our clients experience a level of service that is proactive, personal, and highly coordinated.

We are not waiting for problems to arise, we are anticipating them.

Through regular reviews, ongoing communication, and a structured planning process, we help ensure nothing falls through the cracks. We also collaborate closely with your other professionals, so everything works together seamlessly. Because your financial life is too important to be handled in pieces.
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07/07/2026

A big thank you to everyone who joined us at The Museum of Modern Art last month. It was a wonderful opportunity to enjoy an incredible collection of art, share great conversations, and spend time together outside of the office.

We always appreciate the chance to connect with our clients and guests in unique settings, and we're grateful to everyone who helped make the day so enjoyable.

We hope you had as much fun as we did!

07/06/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

07/04/2026

Happy Independence Day! Wishing everyone a safe and enjoyable Fourth of July weekend filled with family, friends, food, and celebration. Today is a time to reflect on the history, traditions, and freedoms that continue to shape our country.

07/02/2026

We’re passionate about helping clients like you reach their financial goals. Before we meet, take the time to get to know us. We look forward to getting to know you.

Meet with our financial advisor team in East Meadow, NY to determine the financial services and solutions that best fit your goals and priorities.