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An Ameriprise Private Wealth Advisory Practice

 
 
James S Bennett Jr Ameriprise Financial Advisor

James S Bennett Jr

CFP®, CRPC®

Senior Financial Advisor

 

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(425) 462-7900

james.s.bennett@ampf.com

 
 
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BENNETT & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Office Locations

10801 Main St
Ste 204
Bellevue, WA 98004-6366
Map (425) 462-7900

1482 East Valley Rd
Santa Barbara, CA 93108-1200
Map (805) 969-5291

License Information

I am licensed and registered to conduct business in WA.

Based on licenses and registrations I hold, I may also conduct business in MN, NV, ID, OR, AZ, HI, TX, CA.

CA Insurance #0817066

Find money for dreams

Tax savings. More efficiently structured debt. Consolidating accounts to potentially reduce fees. A thorough review of your financial situation could result in more money for your dreams and goals. Contact me about planning to achieve your dreams.

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  • 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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