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Coleen A Banks Ameriprise Financial Advisor

Coleen A Banks

CFP®, MBA

Senior Financial Advisor

 

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Refer Me

(914) 777-7526

coleen.a.banks@ampf.com

 
 
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Office Location

689 Mamaroneck Ave, Ste 204
Mamaroneck, NY 10543-5911
Map (914) 777-7526

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 NJ, MD, IL, NC, OK, FL, DC, NY, PA, MA, SD, CA.

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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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  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.
  • 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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