Joel Davis Ameriprise Financial Advisor in Augusta, ME

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Joel Davis
CFP®, MS, CIMA®
Senior Financial Advisor

(207) 622-9009
7 N Chestnut St
Augusta, ME 04330

joel.d.davis@ampf.com

JOEL D. DAVIS AND ASSOCIATES

An Ameriprise Private Wealth Advisory Practice

I understand that you have a lot at stake in today’s complex markets. You’ve worked hard over the years to build your net worth. Now, you're looking for ways to safeguard your dreams while still finding appropriate investing opportunities to help you reach them.

That's where I can help. I'll start by listening to your goals and dreams for the future, and work with you to build a financial plan tailored to those goals that includes wealth protection strategies appropriate for today's market. In addition, I'll work with you to find investing opportunities that are aligned with your plan.

That's why now, more than ever, you need a plan.

Professional Associations

Financial Planning Association

Areas of Focus

Investment Advice
Income Tax Planning Strategies
Small Business
Estate Planning Strategies
Charitable Giving
Asset Allocation

License information
I am licensed and registered to conduct business in ME. Based on licenses and registrations I hold, I may also conduct certain business in NC, OR, AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MI, NH, NY, OH, PA, RI, SC, TN, VA, WV, 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.

** Source: Barron's© "Top 1,000 Advisers, State by State Ranking." Barron's© is a registered trademark of Dow Jones, L.P.; all rights reserved. The Winner's Circle© is a registered mark of Dow Jones & Company, Inc.

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

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Ameriprise helped pioneer the financial planning process more than 30 years ago. Our unique Dream > Plan > Track >^® approach is about more than just numbers, it's both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER^TM professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc., as of Dec. 31, 2007.