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Lori Hoopingarner Ameriprise Financial Advisor

Lori Hoopingarner

Financial Advisor

We shape financial solutions for a lifetime.®

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951.719.8432

lori.l.hoopingarner@ampf.com

 
 
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Office Locations

43460 Ridge Park Dr
Ste 200
Temecula, CA 92590-3600
Map Phone: 951.719.8432 Fax: 951.719.8435

Hours: Monday8 a.m. - 4:30 p.m.
Tuesday8 a.m. - 4:30 p.m.
Wednesday8 a.m. - 4:30 p.m.
Thursday8 a.m. - 4:30 p.m.
Friday8 a.m. - 4:30 p.m.

Hemet office open by appointment. Hours may vary.

1600 E FLORIDA AVE
STE 109
HEMET, CA 92544-8637
Map Phone: 951.719.8432

Converting to a Roth?

Are you thinking about converting a traditional IRA or 401(k)-type plan to a Roth IRA? There are additional tax benefits for Roth conversions during 2011. I can help you decide whether a Roth conversion is right for you.

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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    License Information

    I am licensed and registered to conduct business in CA.
    Based on licenses and registrations I hold, I may also conduct business in NV, IL, MD, CO, AZ, TX.

    CA Insurance #0C19614

    • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
    • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
    • 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.