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Jenne Trembley

CFP®, BFA, ChFC®, AEP®, CAP®, APMA, CRPC, CDFA®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

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  • Introduce me

    If you know someone who has financial questions, please let them know about my practice.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

My commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.

Ready to learn more about how I can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Featured insights

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Financial Planning After the Loss of a Loved One

When a loved one passes, the last thing you should have to worry about is financial matters. The unfortunate reality is; however, that getting started on settling financial matters quickly is essential in order to work through potential tax and financial implications.

You may not know all the things that come next or even where to begin, and that is okay. I can help you alleviate some of the financial worries that result after the loss of a loved one and take the next steps alongside you as your family’s personal financial advocate now and in the years to come.

First and foremost, I want to help you to focus on what is most important—grieving your loss.