Donald P. Johannes

Donald P. Johannes

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Good move Donald you will reach a more diverse group of clients and after getting to appreciate you.... change to friends

Financial Advisor, Ameriprise Financial Services, LLC Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas.

Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media. CA Insurance #0I08490

Operating as usual

Timeline Photos 09/21/2021

You take steps every day to protect what’s important. I can help you make sure you’re doing all you can to protect them financially too.

You take steps every day to protect what’s important. I can help you make sure you’re doing all you can to protect them financially too.

Timeline Photos 09/21/2021

Unexpected life events can significantly impact your retirement finances. Together, we can set a flexible financial plan that protects you as much as possible from surprises.

Unexpected life events can significantly impact your retirement finances. Together, we can set a flexible financial plan that protects you as much as possible from surprises.

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...

09/20/2021

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During this event, you will gain greater insight into planning and communicating a seamless wealth transfer to your heirs that will help create a legacy. The presentation will focus on these areas: Understand – Why Transfers Fail | Plan – To Avoid Mistakes | Communicate – To Engage and Educate.

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Timeline Photos 09/20/2021

By combining a mix of distinct asset types and investment vehicles, a diversified portfolio limits exposure to any single risk. Together, we can determine what level of diversification makes sense for you.

By combining a mix of distinct asset types and investment vehicles, a diversified portfolio limits exposure to any single risk. Together, we can determine what level of diversification makes sense for you.

Here's the typical age people in each generation started saving for retirement 09/17/2021

Here's the typical age people in each generation started saving for retirement

With each generation, people are starting to save for retirement sooner. Do you remember when you started?

Here's the typical age people in each generation started saving for retirement Gen Z started saving for retirement at 19, millennials at 25, Gen X at 30, and baby boomers at 35. Gen Z has a head start.

[09/16/21]   If it’s been a year or more since you last reviewed your life insurance coverage, now is a great time to ensure it still meets your needs. #lifeinsurancemonth

Social Security Benefits Questions: How to Qualify, Apply 09/15/2021

Social Security Benefits Questions: How to Qualify, Apply

There’s much more to Social Security than retirement income.I can help answer your benefits questions, including spousal, survivor, and disability.

Social Security Benefits Questions: How to Qualify, Apply Get answers to common Social Security questions so you can make informed decisions about your future.

Timeline Photos 09/15/2021

As you approach retirement age and beyond, what will you do to stay young at heart?

As you approach retirement age and beyond, what will you do to stay young at heart?

Timeline Photos 09/15/2021

Is your teen about to get behind the wheel? Here’s how to find the right driving school. #TeenDriver

Is your teen about to get behind the wheel? Here’s how to find the right driving school. #TeenDriver

Timeline Photos 09/14/2021

As you age, healthcare becomes a much larger portion of your total annual spending. The average individual, aged 65-74, can expect to spend around $6,665 annually on out-of-pocket healthcare expenses. Contact me today to create a plan to help cover future healthcare costs.

As you age, healthcare becomes a much larger portion of your total annual spending. The average individual, aged 65-74, can expect to spend around $6,665 annually on out-of-pocket healthcare expenses. Contact me today to create a plan to help cover future healthcare costs.

Timeline Photos 09/14/2021

Asset allocation allows investors to balance risk and reward across a variety of portfolio asset classes. Let’s review your investments and ensure they’re aligned to your time horizon and tolerance for risk.

Asset allocation allows investors to balance risk and reward across a variety of portfolio asset classes. Let’s review your investments and ensure they’re aligned to your time horizon and tolerance for risk.

These five lifestyle changes can make it easier to bulk up on emergency savings 09/14/2021

These five lifestyle changes can make it easier to bulk up on emergency savings

Setting aside an emergency fund to cover three to six months of living expenses may sound daunting, but these simple changes can lead to big savings over time.

These five lifestyle changes can make it easier to bulk up on emergency savings Setting aside three to six months' worth of living expenses may sound like a high hurdle. These changes to the way you handle your money can make it easier.

Timeline Photos 09/13/2021

Do you know the proper distance to stop behind a school bus? #SchoolBusSafety

Do you know the proper distance to stop behind a school bus? #SchoolBusSafety

[09/10/21]   Do you feel confident you're on track to reach your financial goals? I offer personalized financial advice based on your goals and priorities. When you’re ready, reach out to schedule your complimentary initial consultation.

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...

Timeline Photos 09/08/2021

Hurricane season is upon us. Make sure you are prepared before the storm hits. #HurricanePreparedness

Hurricane season is upon us. Make sure you are prepared before the storm hits. #HurricanePreparedness

Tax planning for annuities 09/06/2021

Tax planning for annuities

Annuities offer steady income and tax benefits, making them a popular way to save for retirement. I can partner with your tax professional to evaluate your annuity tax strategy.

Tax planning for annuities What are the tax implications of annuities? Learn about qualified and non-qualified annuities, early withdrawal penalties, and other annuity tax topics.

Timeline Photos 09/06/2021

Tag the hardest-working person you know in the comments and let's honor them today!

Tag the hardest-working person you know in the comments and let's honor them today!

When Paying Kids an Allowance, Parents Should Know How Much to Offer 09/03/2021

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 6 psychological biases may be holding you back from building wealth 09/02/2021

These 6 psychological biases may be holding you back from building wealth

We all have psychological biases — especially when it comes to our money. Learn what they are and how to avoid them.

These 6 psychological biases may be holding you back from building wealth Instead of letting your emotions rule your decisions, using the rational part of your brain can help you overcome these psychological biases.

Timeline Photos 08/30/2021

Adding a fire pit to your backyard? Make sure to choose a safe location. #FirePitSafety

Adding a fire pit to your backyard? Make sure to choose a safe location. #FirePitSafety

Here's who would benefit from proposed changes to 401(k) 'catch-up' contributions 08/27/2021

Here's who would benefit from proposed changes to 401(k) 'catch-up' contributions

Under a provision included in both Senate and House retirement bills, "catch-up contributions" would be expanded. See if you could benefit from this proposed change.

Here's who would benefit from proposed changes to 401(k) 'catch-up' contributions Under a provision included in both Senate and House retirement bills, so-called "catch-up contributions" would be expanded.

Financial steps to take after you lose a loved one 08/26/2021

Financial steps to take after you lose a loved one

The loss of a family member is difficult. Here is a summary of common steps that can help ease the stress of financial decisions soon after.

Financial steps to take after you lose a loved one A guide to help you navigate financial implications after a family member passes away.

3 ways estate planning can benefit you and your family 08/24/2021

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.

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 08/19/2021

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.

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...

08/18/2021

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Women and Investing!

Get Invested: Your goals are important!

Join us for a special event – Get Invested: Your goals are important! This event will focus on women, finance, and protecting you and your family. 90% of women will control their finances at some point in their life, yet many women report being less confident making investment and savings related decisions than their male counterparts. This session will help you begin to get motivated, get informed and get invested.

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Expanding your universe of returns 08/12/2021

Expanding your universe of returns

Why consider stocks outside the U.S.? Experts from BlackRock discuss the benefits, risks and trends among international and emerging market equities.

Expanding your universe of returns BlackRock discusses support for the global economic recovery and opportunities among foreign stocks.

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 ...

Timeline Photos 08/11/2021

What financial dreams do you have for the future?

What financial dreams do you have for the future?

Timeline Photos 08/10/2021

Does reality align with your words?

Does reality align with your words?

Rollover Evaluator | Ameriprise Financial 08/10/2021

Rollover Evaluator | Ameriprise Financial

If you have multiple retirement savings accounts held in more than one place as a result of job changes or other personal circumstances, the rollover evaluator will help you understand the pros and cons of keeping your retirement savings in an employer-sponsored plan such as a 401(k) or 403(b) versus rolling it over into an IRA.

Rollover Evaluator | Ameriprise Financial If you have multiple retirement savings accounts held in more than one place as a result of job changes or other personal circumstances, the rollover evaluator will help you understand the pros and cons of keeping your retirement savings in an employer-sponsored plan such as a 401(k) or 403(b) versu...

Timeline Photos 08/08/2021

August 8th is #NationalDollarDay, commemorating the establishment of the U.S. monetary system. Will you celebrate by spending or saving?

August 8th is #NationalDollarDay, commemorating the establishment of the U.S. monetary system. Will you celebrate by spending or saving?

Videos (show all)

Could the pace of stock returns begin to slow?
Making a financial comeback
You are unique, and so are your goals. That’s why I take the time to understand what’s important to you and offer person...
It’s never too early to start saving for college. I can help you balance your education- and retirement-savings goals.
Market declines early in retirement can potentially create one of the most-damaging investment risks. Watch this 3-minut...
Emotions can undermine investing success. Let’s connect today to ensure you are on track to meet your long-term goals.
Did you know that a typical market cycle includes periods of volatility? Hear David Joy, Ameriprise Chief Market Strateg...
Research from Ameriprise shows that couples who discuss their financial roles are more likely to be on the same page abo...
Today’s parents are helping children more with financial milestones than past generations, according to the Ameriprise M...

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Address


200 Broadhollow Rd, Suite 302
Melville, NY
11747

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
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Manny Torres, Licensed Agent with New York Life Manny Torres, Licensed Agent with New York Life
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Agent licensed to sell insurance through New York Life Insurance Company.

Blair Insurance, LLC Blair Insurance, LLC
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We specialize in providing affordable health insurance plans to fit the needs of a diverse workforce while educating employees about your benefit plans.

Kevin Sabella, Financial Services Professional with Nylife Securities LLC Kevin Sabella, Financial Services Professional with Nylife Securities LLC
576 Broad Hollow Rd
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I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC

Principal Financial Network of New York Metro Principal Financial Network of New York Metro
48 S Service Rd Ste 402
Melville, 11747-2335

The Principal® Financial Network is the affiliated retail distribution channel of the Principal Financial Group®. Our financial professionals help individuals, businesses and their employees build, protect and advance their financial well-being.

Zambri Financial Solutions Zambri Financial Solutions
200 Broadhollow Rd Ste 302 Melville
Melville, 11747

Centro De Informacion Financiera Centro De Informacion Financiera
41 Pinelawn Rd Suite 100
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RICARDO CAICEDO LIC.#9590 PRESTAMOS RESIDENCIALES, FHA, CONV, REVERSE PRESTAMOS (62+) PowerHouse Sol

MerchantPro Express, LLC MerchantPro Express, LLC
1305 Walt Whitman Rd, Suite 320
Melville, 11747

Cheryl Bland, Financial Services Professional at NYLIFE Securities, LLC Cheryl Bland, Financial Services Professional at NYLIFE Securities, LLC
Melville, 11747

I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC.

Manny DeMonte Mortgage Loan Originator NMLS# 59001 Manny DeMonte Mortgage Loan Originator NMLS# 59001
25 Melville Park Road
Melville, 11747

Providing financial services from residential and commercial mortgages to small business loans.

Pritpal Singh Walia, Financial Professional Pritpal Singh Walia, Financial Professional
Melville, 11747

I can offer comprehensive financial strategies and/or focus on one specific area of need.