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Ameriprise Financial Services Inc

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Financial Planners, Estate Planning, Probate, & Living Trusts, Financial Planning Consultants

2024 W Henrietta Rd, Rochester, NY 14623

585-475-9430

CLOSED NOW: 
Today: Closed

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DETAILS

Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the realities of wealth.

General Info
Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the realities of wealth. Investment Strategist Certificate, IMCA, Wharton School of Business 2007; Certified Investment Management Analyst, IMCA, Wharton School of Business 2005; Chartered Financial Consultant, American College, 1993; Certified Financial Planner, College of Financial Planning, 1989; Cornell University, BS 1982
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Categories
Financial Planners, Estate Planning, Probate, & Living Trusts, Financial Planning Consultants, Financial Services, Financing Consultants, Insurance, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds
Services/Products
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
Payment Options
Location
Brighton Campus Park
Associations
Investment Management Consultants Association; Financial Planning Association; National Association of Insurance and Financial Advisors
Other Email

Other Information

Specialties: Retirement Income Strategies, Saving for Education, Investments, Charitable Giving, Estate Planning Strategies, Tax Planning Strategies, Insurance, Retirement Plan Distribution, Retirement Planning Strategies

Provided by
Data provided by one or more of the following: DexYP, Data Axle, Yext.