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An Ameriprise Private Wealth Advisory Practice

 
 
Brandon J Miller Ameriprise Financial Advisor

Brandon J Miller

CFP®, CLU®

Private Wealth Advisor

 

 
 
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JORDAN, MILLER & ASSOCIATES

A private wealth advisory practice of Ameriprise Financial Services, Inc.


Office Location

44 Montgomery St
Ste 4210
San Francisco, CA 94104-4815
Map Phone: (415) 623-2450 Fax: (415) 392-0967

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.

It's always tax season

Taxpayers often miss opportunities to make tax-smart moves. Decisions made now about charitable gifts, education accounts and retirement plans can benefit you later. Contact me about finding strategies to help you manage your taxes.

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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 CA.
    Based on licenses and registrations I hold, I may also conduct business in MD, AZ, MA, HI, FL, VA, WI, OK, OR, PA, UT, TX, AL, KY, NY, VT, WA, NV.

    CA Insurance #0C88907

    • 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.