ameripriseadvisors.com/john.p.collier/
My Approach
As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams.
Areas of Focus
- Estate Planning Strategies
- Employee Stock Options
License information
I am licensed and registered to conduct business in OH.
Based on licenses and registrations I hold, I may also conduct business in MD, NJ, MO, FL, SC, CT, OR, MA, CA, NC, DC, TX, PA, IN, CO, UT, KY, IL, WI, WA, WV, VA, GA, AL, MI, NM, NV, AZ, WY, NY.
CA Insurance #0E51089
6393 Oak Tree Blvd
Ste 100
Independence, OH 44131-6958
Ste 100
Independence, OH 44131-6958
- 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.