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.

07/17/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/15/2026

So many people want the outcome. Few are willing to become the person who earns it.

07/08/2026

There’s a new asset worth protecting: attention.

07/06/2026

Half the year is already behind us.

And sometimes the financial plan you started the year with does not perfectly match the life you are actually living now.

That is why a midyear review can be so valuable. Just to pause, look at the full picture, and ask:

Are we still on track for what matters most?

If your life has a lot of moving parts, this can be a good time to have that conversation before the year gets away from you.

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

Some books stay with you long after you finish the last page. Alexander Hamilton by Ron Chernow is one of them.As my fir...
07/02/2026

Some books stay with you long after you finish the last page. Alexander Hamilton by Ron Chernow is one of them.

As my first big read of the year, it was great timing to finish this book and reflect on Hamilton’s extraordinary impact. His influence on the formation of our government and economic system is hard to overstate. Reading his story gave me a deeper appreciation for the vision, discipline, and conviction required to build something that lasts far beyond a single lifetime.

A fantastic read and one I’d highly recommend to anyone interested in history, leadership, economics, or the foundations of our country.

07/01/2026

Rest is part of the plan too.

06/25/2026

Real confidence isn't knowing what comes next. It's having a plan when you don't.

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/

Address

145 Pinelawn Road Suite 340 N
Melville, NY
11747

Website

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