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An Ameriprise Platinum Financial Services® Practice

 
 
Barbara J Wallis Ameriprise Financial Advisor

Barbara J Wallis

CFP®, MSM

Financial Advisor

 

 
 
Print Summary

WALLIS AND ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.


Office Location

2581 Washington Rd
Ste 225
Upper St Clair, PA 15241-2564
Map (412) 854-6104


License Information

I am licensed and registered to conduct business in PA.

Based on licenses and registrations I hold, I may also conduct business in FL, GA, ME, OH.

Review your insurance

Auto, home, health, life, disability and long term care: insurance can protect you and your family, but determining the types and coverage levels for your situation can be complicated. Together, we can find solutions that fit your needs.

Market Watch

Market News
  • 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.