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Iron Birch Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC

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Marley Bernard

Financial Advisor

President of

Iron Birch Advisors

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Years of Experience

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Client Satisfaction 4.9 / 5 rating based on 11 reviews
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Marley.Bernard@ampf.com

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212.759.2007

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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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This offer is valid only in the United States.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

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Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Connect with us

212.759.2000

IronBirchAdvisors@ampf.com

767 3rd Ave Fl 38th
New York NY, 10017-2023

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Locations

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New York
767 3rd Ave Fl 38th
New York NY, 10017-2023

Marley Bernard may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0K17200

Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with their assigned financial advisor using a scale of 1 to 5. Each client has an opportunity to access the Ameriprise Secure Client Site and provide a rating. The client satisfaction score is an average of client responses for that advisor within a rolling 24-month period and is updated daily. There is no minimum number of responses required for an advisor to receive a rating, and advisors may have received unfavorable ratings. Client experiences may vary, and working with any Ameriprise advisor is not a guarantee of future financial results. Investors should not consider the Client Experience Survey score a substitute for their own research and evaluation of an advisor’s qualifications.
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Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

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I look forward to helping you achieve your financial goals. Prepare for our meeting

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Ameriprise Financial cannot guarantee future financial results.

This offer is only valid in the United States.

corporate entities and important disclosures | terms of use | privacy and security center | about email fraud

Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

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