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An Ameriprise Private Wealth Advisory Practice

 
 
Conrad Santiago Ameriprise Financial Advisor

Conrad Santiago

CFP®, MSFS

Private Wealth Advisor

We shape financial solutions for a lifetime.®

 
 

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CONRAD SANTIAGO & ASSOCIATES

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


Office Location

719 Peachtree Rd
Ste 100
Orlando, FL 32804-6821
Map Phone: (407) 206-7477 Fax: (407) 206-7493

Hours: Monday9 a.m. - 5 p.m.
Tuesday9 a.m. - 5 p.m.
Wednesday9 a.m. - 5 p.m.
Thursday9 a.m. - 5 p.m.
Friday9 a.m. - 5 p.m.

Please call ahead to make an appointment. Hours may vary.

Plan ahead for college

An education is expensive, but by planning ahead you may have an easier time saving for college. There may be ways to help achieve this financial goal while reducing your taxes. Contact me to learn how we can help you choose a strategy that works for you.

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/puzzle 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 FL.
    Based on licenses and registrations I hold, I may also conduct business in DE, PA, GA, WA, NJ, SC, TN, IL, IA, NC, NM, AL, MD, MI, NY, TX, MO, VA, PR.
    • 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.