Linda Bennett
An Ameriprise Platinum Financial Services® Practice
linda.j.bennett@ampf.com
A financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/linda.j.bennett
My Philosophy
I've been helping people reach their goals for 9 years.
Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.
Interests
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Community ParticipationAs a long time Director with the Tavares Chamber of Commerce and a member of the Events Committee we coordinate 12-14 events a year to enhance and grow the community and downtown. We support the Educational Foundation of Lake County with many events raising money for education. | |
Qualifications
- Senior Financial Advisor
Areas of Focus
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Family Planning/Family Changes
- Saving for Education
- Asset Allocation
License Information
I am licensed and registered to conduct business in FL.
Based on licenses and registrations I hold, I may also conduct certain business in AL, CO, DC, GA, IL, NJ, NV, PA, SC, TX, VA
