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Margaret Kulyk

An Ameriprise Platinum Financial Services® Practice
CRPC®, Senior Financial Advisor
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(404) 294-8280

Decatur, GA 30033
margaret.a.kulyk@ampf.com

Contact Information


(404) 294-8280
2786 N Decatur Rd
Ste 260
Decatur, GA 30033
MAGGIE KULYK AND ASSOCIATES , a financial advisory practice of Ameriprise Financial Services, Inc.

www.ameripriseadvisors.com/margaret.a.kulyk

My Philosophy

I possess the experience and qualifications to help you reach your financial goals.

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.


Interests

  • I spend time in the summer on Orcas Island, Washington.
  • I do pilates and meditation daily.
  • I sponsor an annual charitable event.

Community Participation

Member, St. Bartholomew's Episcopal Church, Supporter of the Dekalb Women's Resource Center, the Atlanta Women's Health Initiative, the Atlanta Women's Foundation and FINCA, the Foundation for International Community Assistance. I am also a supporter of the Loseling Center.


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Experience

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor
  • Master of Arts Degree

Professional Associations

  • The Financial Planning Association
  • The Life Planning Institute

Areas of Focus

  • Asset Allocation
  • General Financial Planning
  • Income Tax Planning Strategies
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Investment Advice
  • Family Planning/Family Changes
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education

License Information

I am licensed and registered to conduct business in GA.

Based on licenses and registrations I hold, I may also conduct certain business in WI, UT, CA, CO, DC, FL, IL, KY, MA, MD, MI, MN, NC, NY, OR, PA, SC, TN, TX, VA

CA Insurance #0E77765

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