Camila Paniza

Client Relationship Manager at Iron Birch Advisors® - New York, NY, US

Camila Paniza's Colleagues at Iron Birch Advisors®
Ralph Apma

Financial Advisor, Iron Birch Advisors, a financial advisory practice

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Camila Paniza's Contact Details
HQ
N/A
Location
New York, New York, United States
Company
Iron Birch Advisors®
Camila Paniza's Company Details
Iron Birch Advisors® logo, Iron Birch Advisors® contact details

Iron Birch Advisors®

New York, NY, US • 20 - 49 Employees
Financial Services

Iron Birch Advisors, a subsidiary of Ameriprise was created to offer limitless advice, support and opportunities beyond most other organizations. Joining as a Managing Partner provides for the ability and autonomy to be able to serve the public in the most efficient manner. After serving seventeen years in various roles with my prior company, the time came whereby it was a necessity to form something where we can act as fiduciaries, continue to maintain unbiased views and something we can all call "our own". Special attention has been on the creation of departments with different areas of expertise. Areas such as planning for those with special needs, life insurance, group benefits, retirement planning, corporate benefits, minority owned businesses and an emphasis on educating the female market place.Many of the advisors at Iron Birch are past or present board members of non-for-profit organizations, socially responsible and pay forward with both time and resources.At the risk of sounding like a commercial, solving for clients' needs brings a great deal of satisfaction. There aren't many instances that send off a sense of accomplishment as to when it is the result of our hard work and teachings that allows one to retire with dignity, protect loved ones and represent those that cannot represent themselves, provide the ability to send children to college and when it's all over to simply get a "thank you". That is truly a rewarding feeling. Finally, the partners and associates at Iron Birch Advisors formed the bond we did and are here together because we are like family, we respect one another and enjoy each other's company. At the end of the day, we all have fun doing what we do.It is an honor to serve you, your family and your loved ones.

Estate Planning Life Insurance Special Needs Planning Portfolio Management Executive Benefits
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Frequently Asked Questions about Camila Paniza
Camila Paniza currently works for Iron Birch Advisors®.
Camila Paniza's role at Iron Birch Advisors® is Client Relationship Manager.
Camila Paniza's email address is ***@ironbirchadvisors.com. To view Camila Paniza's full email address, please signup to ConnectPlex.
Camila Paniza works in the Financial Services industry.
Camila Paniza's colleagues at Iron Birch Advisors® are Thomas Gonzalez, Gregory Manto, William Romero, Michael Quinn, Peter Kettle, Kyle Henderson, Ralph Apma and others.
Camila Paniza's phone number is N/A
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