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An Ameriprise Private Wealth Advisory Practice

 
 
Bert T Bowler Ameriprise Financial Advisor

Bert T Bowler

CFP®

Private Wealth Advisor

 

 
 
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B.T. BOWLER & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.


Office Location

199 Elm St
Ste D
New Canaan, CT 06840-5321
Map Phone: (203) 920-4774 Fax: (203) 594-7766

Hours: Monday8:30 a.m. - 5 p.m.
Tuesday8:30 a.m. - 5 p.m.
Wednesday8:30 a.m. - 5 p.m.
Thursday8:30 a.m. - 5 p.m.
Friday8:30 a.m. - 5 p.m.

Our hours often expand to accommodate client needs. Please call for an appointment that meets your scheduling needs.

A confident retirement

Organize your finances today for a more confident retirement tomorrow. We can start by talking about your dreams and goals and projecting your retirement income and expenses. Together, we can address the many options you may have for retirement.

Your Retirement Puzzle

These days, it’s not unusual for retirement to last 20-30 years – or even longer. That means you’ll need to create a secure income for yourself that will be there for you as long as you’ll need it. I’d like to share a short video with you that I think you’ll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it.
Visit riversource.com/puzzleny to view “How do you solve your retirement puzzle?” After you’ve watched the video, contact me and we’ll talk about how this income solution might fit into your retirement plans.

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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    License Information

    I am licensed and registered to conduct business in CT.
    Based on licenses and registrations I hold, I may also conduct business in CO, CA, FL, DE, ME, IN, NJ, OH, VT, PA, TX, MD, MA, VA, NC, NY, MT, IL, GA.

    CA Insurance #0B65971

    • 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.
    • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
    • 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.