Ameriprise Financial Services Inc
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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.
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 585-475-9430
- Address:
- 2024 W Henrietta Rd Rochester, NY 14623
- Email:
- Other Email:
- Link:
- 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 Information
Specialties: Charitable Giving, Investments, Saving for Education, Insurance, Retirement Plan Distribution, Estate Planning Strategies, Tax Planning Strategies, Retirement Income Strategies, Retirement Planning Strategies
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