James Periord Jr

An Ameriprise Platinum Financial Services® Practice
James Periord Jr
CFP®
Senior Financial Advisor
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(734) 429-2236
9364 Apple Crest Dr
Saline, MI 48176


james.f.periord@ampf.com

Contact Information


(734) 429-2236
9364 Apple Crest Dr
Saline, MI 48176

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www.ameripriseadvisors.com/james.f.periord

My Philosophy

I've been helping people reach their goals for 22 years.

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

Experience

Qualifications

  • Member, Financial Planning Association
  • DALBAR Rated Financial Professional
  • Senior Financial Advisor

Professional Associations


Interests

  • Family is important in my life. I cherish the time with them
  • Photography is a passion of mine and has been for many years
  • All forms of theater are of interest to me.
  • I spend most weekends in the summer camping/hiking/biking.

License information

I am licensed and registered to conduct business in MI.

Based on licenses and registrations I hold, I may also conduct certain business in TN, CA, CO, CT, FL, IL, KY, MA, MS, NM, OH, TX, WA, MD

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

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.

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AREAS OF FOCUS
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Family Planning/Family Changes
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning

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My Location

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.