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Joel Davis Ameriprise Financial Advisor

Joel Davis

CFP®, MS, CIMA®

Private Wealth Advisor

 

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(207) 622-9009

joel.d.davis@ampf.com

 
 
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JOEL D. DAVIS AND ASSOCIATES

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

Office Location

7 N Chestnut St
Augusta, ME 04330-5012
Map Phone: (207) 622-9009

A confident retirement

Organize your finances today for a more confident retirement tomorrow. We can start by talking about your dreams and goals and projecting your retirement income and expenses. Together, we can address the many options you may have for retirement.

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    License Information

    I am licensed and registered to conduct business in ME.
    Based on licenses and registrations I hold, I may also conduct business in IL, OR, OH, WA, DC, CA, RI, MI, MD, CT, VA, NH, MA, TN, VT, FL, GA, NY, SC, IN, CO, NJ, NC, TX, AZ, PA, MN.
    • 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.

    © 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. 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.