The Henry Group Team Profile | Ameriprise Financial

We use a holistic approach to financial planning and investment management, continually integrating the latest research and evidence-based strategies for goal attainment and portfolio optimization. We believe your investments can be managed in an optimal way if they are managed within the context of your overall financial plan. We provide a personalized approach to financial planning and investment management and measure our own success by our client’s success in achieving their goals. Our services cover aspects of your financial plan from retirement to tax planning to everything in between.

Wealth Preservation Strategies
Retirement Plan Distribution
Retirement Income Strategies
Social Security Retirement Benefits
Tax Planning Strategies
Investment Management
Sustainable and Responsible Investing
Charitable Giving
Executive Compensation and Benefit Strategies
Employee Stock Options
Saving for Education

Timothy Henry, Ameriprise Circle of Success, 2023
The Henry Group, Ameriprise Client Experience Award, 2020 - 2023

Greensburg Salem Hockey Association
Westmoreland Cultural Trust
SummerSounds – Concerts in the Park
Westmoreland Museum of American Art
YMCA of Greensburg
Greensburg Hempfield Library
Greensburg Salem Education Foundation Gold Sponsor-Annual Dinner
Redstone Highlands Benevolent Care
Downtown Greensburg Project Sponsor
Old Joe Club Charities - Westmoreland Croquet Club Tournament & Men's Night Out
CAMP PARC
Kiski North PTO
JDRF
Westmoreland Chamber of Commerce
Westmoreland Professional Builders Association
Greater Latrobe Laurel Valley Regional Chamber of Commerce

All of us at The Henry Group are honored to share that we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Henry Group team and the great experience we work so hard to provide for our clients every day.

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