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Michael Batas, Financial Advisor serving the Rye Brook, NY area - Ameriprise Advisors

Michael Batas

Financial Advisor

Lombardi and Associates
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 11 reviews
See disclosures

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

Areas of focus

  • Retirement Income Strategies
  • Small Business
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Tax Planning Strategies

Education

  • CUNY Baruch College, New York, NY - BBA in Management 2008

Awards & recognition

  • Five Star Wealth Manager, 2021-2024
  • Lombardi and Associates, Ameriprise Client Experience Award, 2023

Previous experience

  • Financial Advisor at Northwestern Mutual, 2011-2013
  • JPMorgan Securities, 2013-2014
  • WBI Investments, 2015-2016

Community participation

  • Feeding Westchester
  • President, AHEPA Eagle Rock Chapter 375

Interests

  • I love to cook
  • Watching sports (Jets, Knicks, Yankees, and Rangers)
  • Boating
  • Snowboarding
  • Golfing

Honored to receive recognition

I’m honored to announce I’ve received a 2024 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.