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Our Advisors. Your Dreams. MORE WITHIN REACHSM

Bruce R Marshall

CFP®

Associate Financial Advisor

with the practice of Richard Juergensen

 

 
 
Print Summary

JUERGENSEN & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.


Qualifications

  • Demonstrated ability to Dream It! Plan It! & Do It!
  • Extensive use of mountaineering metaphor to inspire others.
  • Ability to help others discover their own Dreams & Goals.
  • Specialized skills in helping people plan their Retirement Income
  • Always working to simplify the complex.

Office Location

11350 McCormick Rd Ste 500
Executive Plaza I
Hunt Valley, MD 21031-1002
Map (410) 329-1200


Professional Associations

  • Member HVBF - Hunt Valley Business Forum
  • Member SMEI - Sales Marketing Executives International
  • Financial Planning Association - Life Member

License Information

I am licensed and registered to conduct business in MD.

Based on licenses and registrations I hold, I may also conduct business in PA, DE, VA, SC, NY, NC, FL, DC.

My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.

Areas of Focus

  • Saving for Education
  • Retirement Planning Strategies

Interests

  • Purchased the first iPhones in Baltimore @ Towson Town Center
  • See "iPhone Launch Towson" on YouTube
  • Highpointers Club of America - been @ 14K feet 33 times
  • I've done the Seagull Century Bike Ride (Salisbury, MD) 4X.
  • Plan to hike & bike in Acadia National Park October 2010!

Community Participation

  • Toastmasters International - ATM Bronze
  • American Legion - Life Member
  • Veterans of Foreign Wars - Life Member
  • Colorado Mountain Club
  • Bible Study Fellowship - year 6 of an 8 year study
  • Fellowship of Christian Athletes - on a local board
  • Founder of BUMPA - Balt./Washington Users of Mobile Products by Apple/Android

 

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.