Three Generations Financial

Three Generations Financial

A financial advisory practice of Ameriprise Financial Services, LLC

Operating as usual

Investor Sentiment Will be Tested this Week | Ameriprise Newsroom 09/21/2021

Investor Sentiment Will be Tested this Week | Ameriprise Newsroom

Market anxiety rises ahead of the Fed meeting and a potential default in China. Ameriprise Chief Market Strategist David Joy discusses the situation.

Investor Sentiment Will be Tested this Week | Ameriprise Newsroom 09/20/2021 David Joy Investors are understandably on edge as the trading week gets underway. The Fed meets this week and may have more to say about its tapering plans. The highly leveraged Chinese real estate market is raising concern of a more widespread economic crisis. And in the U.S., the S&P 50...

Planning for a new baby 09/20/2021

Planning for a new baby

From before they’re born to college graduation and beyond, we can help you prepare financially for near- and long-term financial considerations that come with having a child.

Planning for a new baby As a parent-to-be, how do you prepare financially for a new baby? Review these tips to learn about new child expenses and how you can start preparing now.

Timeline Photos 09/19/2021

What journey will you begin this week?

What journey will you begin this week?

Timeline Photos 09/17/2021

The $100 bill, which features Benjamin Franklin, is the most counterfeited bill in America.

The $100 bill, which features Benjamin Franklin, is the most counterfeited bill in America.

How to put a new twist on an Arnold Palmer, according to a golf-club chef 09/16/2021

How to put a new twist on an Arnold Palmer, according to a golf-club chef

How do you like your Arnold Palmer?

How to put a new twist on an Arnold Palmer, according to a golf-club chef The Arnold Palmer is one of the golf world's quintessential drinks, but there's more than one way to enjoy it.

Photos from Three Generations Financial's post 09/14/2021

Martha's daughter got a rock painting kit for Christmas last year and she discovered that she really enjoys painting them too! Here are some of her creations.

Planning for health care in retirement 09/13/2021

Planning for health care in retirement

From Medicare to HSAs, there are numerous ways to cover medical expenses in retirement. We can help you evaluate projected costs and assess your needs for long-term care coverage.

Planning for health care in retirement With rising health care costs, will you be able to save enough for healthcare in retirement? Explore potential health expenses and make sure you’ll be covered.

Timeline Photos 09/11/2021

Remembering those we lost on 9/11 20 years ago today. #NeverForget

Remembering those we lost on 9/11 20 years ago today. #NeverForget

Timeline Photos 09/10/2021

Today's #FucciFunFactFriday features a holiday I bet you didn't know existed. Celebrated every year on the Friday after Labor Day, this day should remind you to check in on your nest egg.

Today's #FucciFunFactFriday features a holiday I bet you didn't know existed. Celebrated every year on the Friday after Labor Day, this day should remind you to check in on your nest egg.

Get Financial Advice from Christopher J Fucci - Ameriprise Financial 09/09/2021

Get Financial Advice from Christopher J Fucci - Ameriprise Financial

Do you feel confident you're on track to reach your financial goals? We offer personalized financial advice based on your goals and priorities. When you’re ready, reach out to schedule your complimentary initial consultation.

Get Financial Advice from Christopher J Fucci - Ameriprise Financial As an Ameriprise financial advisor, Christopher J Fucci will provide personalized financial advice to help you achieve your goals. Learn how to get started.

The Delta Variant Puts a Dent on the Pace of Economic Activity | Ameriprise Newsroom 09/09/2021

The Delta Variant Puts a Dent on the Pace of Economic Activity | Ameriprise Newsroom

Disappointing jobs growth has added uncertainty for the Fed. Ameriprise Chief Market Strategist David Joy shares perspective on the economic slowdown.

The Delta Variant Puts a Dent on the Pace of Economic Activity | Ameriprise Newsroom 09/07/2021 David Joy The resurgent Delta variant of the coronavirus is putting a dent in the pace of economic activity, and that is complicating matters for the Federal Reserve. The economy generated just 235,000 new non-farm jobs in August. Including upward revisions to the prior two-month total, t...

Expert explains the 'three-legged stool' of retirement planning 09/08/2021

Expert explains the 'three-legged stool' of retirement planning

Do you have all three parts of your retirement planning working for you?

Expert explains the 'three-legged stool' of retirement planning Retirement planning is a lot like a three-legged stool, according to one expert.

3 ways estate planning can benefit you and your family 09/07/2021

3 ways estate planning can benefit you and your family

Regardless of your asset levels, there are real benefits of estate planning. Learn more about this act of kindness and the key documents involved.

3 ways estate planning can benefit you and your family A documented estate plan can help loved ones carry out your wishes more simply and with less stress.

Timeline Photos 09/06/2021

Happy Labor Day!

Happy Labor Day!

Timeline Photos 09/03/2021

Are you going to the ATM today?

Are you going to the ATM today?

When Paying Kids an Allowance, Parents Should Know How Much to Offer 09/02/2021

When Paying Kids an Allowance, Parents Should Know How Much to Offer

If you're planning to pay your children for chores, it helps to know what the average allowance for kids is so you can set reasonable guidelines.

When Paying Kids an Allowance, Parents Should Know How Much to Offer If you're planning to pay your children for chores, it helps to know what the average allowance for kids is so you can set reasonable guidelines.

These Are the Best and Worst U.S. States to Retire In 09/01/2021

These Are the Best and Worst U.S. States to Retire In

If you could retire anywhere in the U.S., which state would you choose and why?

These Are the Best and Worst U.S. States to Retire In Georgia, Florida and Tennessee top the latest Bankrate ranking.

Adopting a Child: Financial Advice for Hopeful Parents | Kiplinger 08/31/2021

Adopting a Child: Financial Advice for Hopeful Parents | Kiplinger

Are you or a family member looking to adopt a child? We can help you navigate the financial impacts of your new addition.

Adopting a Child: Financial Advice for Hopeful Parents | Kiplinger How much does it cost to adopt a child? That depends on which method you use, as there are several different paths to parenthood. And there are several ways to help pay for it too.

Timeline Photos 08/30/2021

What’s the #1 financial tip you would recommend teaching teenagers and young adults, especially those going off to work or just entering the workforce?

What’s the #1 financial tip you would recommend teaching teenagers and young adults, especially those going off to work or just entering the workforce?

Timeline Photos 08/27/2021

Have you ever done this before with your eggs? It's a great cooking tip. #FucciFunFactFriday

Have you ever done this before with your eggs? It's a great cooking tip. #FucciFunFactFriday

Timeline Photos 08/26/2021

When it comes to paying for college, is your family tapping all the potential sources available to you? Let’s connect to discuss financial aid and other options.

When it comes to paying for college, is your family tapping all the potential sources available to you? Let’s connect to discuss financial aid and other options.

Here are the 10 best golf courses in each region of the United States 08/25/2021

Here are the 10 best golf courses in each region of the United States

Even if you're not a golfer, these gorgeous courses would be wonderful to visit with the golf-lover in your life.

Here are the 10 best golf courses in each region of the United States Just as no two golf courses of the same, no two regions of golf are the same. Here's GOLF's ranking of the top 10 courses in the U.S. by region.

Saving for both college and retirement 08/24/2021

Saving for both college and retirement

Does saving for college and retirement feel like a balancing act with a “one or the other” answer? We can recommend steps that give you flexibility and the best chance of success.

Saving for both college and retirement Saving for college while also saving for retirement is something that many parents worry about. Learn how you can achieve your financial goals with these tips.

Timeline Photos 08/23/2021

Back to school is just around the corner! Are you ready?

Back to school is just around the corner! Are you ready?

10 Best Back-to-School Shopping Hacks to Save You Money This Year 08/20/2021

10 Best Back-to-School Shopping Hacks to Save You Money This Year

The average family plans to spend $848.90 on back-to-school supplies this year – way up from last year. Check out these 10 tips to help you save money this back-to-school season.

10 Best Back-to-School Shopping Hacks to Save You Money This Year Get the best back-to-school bargains, hands-down.

Timeline Photos 08/20/2021

How long do you think it takes you to fall asleep at night? Are you above or below the average? #FucciFunFactFriday

How long do you think it takes you to fall asleep at night? Are you above or below the average? #FucciFunFactFriday

How to discover your best spending rate in retirement 08/19/2021

How to discover your best spending rate in retirement

After years of saving for retirement, are you ready to start spending? We can help you determine the right balance for your goals.

How to discover your best spending rate in retirement It can be difficult to switch from a saving mindset to a spending one when you retire. Here's how financial experts recommend preparing for post-work years.

Positive Economic News Puts the Fed’s Next Move in the Spotlight | Ameriprise Newsroom 08/19/2021

Positive Economic News Puts the Fed’s Next Move in the Spotlight | Ameriprise Newsroom

When will the Fed taper? Ameriprise Chief Market Strategist David Joy discusses labor, unemployment benefits, COVID-19, schools and policy variables.

Positive Economic News Puts the Fed’s Next Move in the Spotlight | Ameriprise Newsroom 08/18/2021 David Joy With the passage of both the infrastructure bill and the social infrastructure budget resolution in the Senate last week, the stage is now set for a showdown on the most controversial element of the Biden administration’s economic agenda. There was little objection to spending...

Timeline Photos 08/18/2021

Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools.

Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools.

Timeline Photos 08/17/2021

Happy birthday, Nicole! We hope you have a great day!

Happy birthday, Nicole! We hope you have a great day!

4 in 10 Parents Saving for College Are Making This Really Expensive Mistake 08/16/2021

4 in 10 Parents Saving for College Are Making This Really Expensive Mistake

Are you saving your cash for college in the most efficient way possible?

4 in 10 Parents Saving for College Are Making This Really Expensive Mistake Their money could grow a lot faster in different accounts.

Timeline Photos 08/13/2021

J and Q are the only two letters not on the Periodic Table of Elements. #FucciFunFactFriday

J and Q are the only two letters not on the Periodic Table of Elements. #FucciFunFactFriday

Should You Be Drinking Red Wine After Your Workouts? 08/12/2021

Should You Be Drinking Red Wine After Your Workouts?

As an office that loves wine and fitness, we find this article super interesting. Would you start drinking red wine after your workout?

Should You Be Drinking Red Wine After Your Workouts? A new study suggests that grape polyphenols could help reduce exercise-induced oxidative stress.

Timeline Photos 08/11/2021

Full scholarships are hard to come by. Contact us to discuss a backup plan.

Full scholarships are hard to come by. Contact us to discuss a backup plan.

How Long Can Inflation Remain Elevated Before It’s No Longer Considered Temporary? | Ameriprise Newsroom 08/11/2021

How Long Can Inflation Remain Elevated Before It’s No Longer Considered Temporary? | Ameriprise Newsroom

The July jobs report revealed the strongest gains in nearly a year. Ameriprise Chief Market Strategist David Joy discusses Federal Reserve views.

How Long Can Inflation Remain Elevated Before It’s No Longer Considered Temporary? | Ameriprise Newsroom 08/09/2021 David Joy In a speech to the Peterson Institute last Wednesday, Federal Reserve Vice Chairman Clarida offered his thoughts about the future path of monetary policy. He said that if the economy performs as he expects, then the Fed’s objectives for both inflation and employment will have ...

How We Work

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Videos (show all)

2021 Midyear market check-in: stocks, inflation and cryptocurrencies
2 Minutes on the Ameriprise Investment Research Group (IRG)
Ramping up your savings for retirement
Building the future
After a volatile first half, what’s next?
What are the economic impacts of the coronavirus outbreak? Here are highlights of the near-term situation and whether it...

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Address


150 Broadhollow Rd. Ste 105
Melville, NY
11747

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
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Steven D. Lichtenstein CLU, CHFC - Forest Hills Financial Steven D. Lichtenstein CLU, CHFC - Forest Hills Financial
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Critical Thinker. Business Strategist. Creative Problem Solver and Planner since 1991

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Louis C Ciliberti & Associates Ltd Louis C Ciliberti & Associates Ltd
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Richard Zinkiewicz, Registered Representative with Nylife Securities LLC Richard Zinkiewicz, Registered Representative with Nylife Securities LLC
520 Broad Hollow Rd
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I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC.

Heller Wealth Management Heller Wealth Management
445 Broadhollow Rd
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445 Broadhollow Road, Melville, NY 11747 631-293-2806 [email protected]

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