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Barbara G Malhoit Ameriprise Financial Advisor

Barbara G Malhoit

CFP®, ChFC®

Senior Financial Advisor

 

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Map & Directions

Refer Me

(419) 882-1936

barbara.g.malhoit@ampf.com

 
 
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Office Locations

5954 Renaissance Pl
Suite A
Toledo, OH 43623-4717
Map (419) 882-1936

621 West 2nd
Defiance, OH 43512-2104
Map (800) 784-0997

License Information

I am licensed and registered to conduct business in OH.

Based on licenses and registrations I hold, I may also conduct business in MN, IN, CA, GA, KY, PA, FL, NC, CT, MI, SC.

Converting to a Roth?

Are you thinking about converting a traditional IRA or 401(k)-type plan to a Roth IRA? There are additional tax benefits for Roth conversions during 2010. I can help you decide whether a Roth conversion is right for you.

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  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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