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NEW YORK, March 24, 2019 / PRNewswire / – August 10, 2018 It was a day filled with emotion, fear, happiness and some palpitations. Gregory Manto, founder and managing partner of Iron Birch Advisors, a wealth management company and subsidiary of Ameriprise. Manto has spent his last seventeen years helping others by serving his clients and taking care of advisors that he had recruited, maintained and trained. He loved what he did, accomplished more than he imagined, and felt immense satisfaction in seeing his counselors change the lives of others as well. Yet there was always something missing. This something was that he needed to be involved in something that he could call his own with his partners.
"Twenty-three years to arrive here"
Six months after opening the doors, he stopped and realized that everything was going as planned. To date, Iron Birch Advisors has taken the following steps:
- More than 72 million badets raised
- 365 customers
- Partial growth through mergers and acquisitions
- Non-profit badistance
- Thirteen counselors, two paraplanners
- Concierge Service
- Departments focused on special needs, estate planning, group benefits, wealth management, etc.
- In the process of obtaining two additional leases and extending the five-year lease in New York
- Official approval of the national mark
"This whole thing, this incredible case, only took me twenty-three years to get here," said Manto.
Manto said, "All we do, what we wake up for is helping people from all walks of life, we can not forget our responsibility to make sure we fill the gaps in diversity and try to provide The most favorable environment possible for financial advisors. "Recently, he asked one of his clients what she thought of the office and his response was:" You can tell people to be here to work and at the same time, it's beautiful and dignified. " Manto's answer – "Mission accomplished."
Iron Birch Advisors, a subsidiary of Ameriprise Financial.
SOURCE Iron Birch Advisors
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