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Margaret Kulyk
Margaret Kulyk
An Ameriprise Platinum Financial Services® Practice
CRPC®, Senior Financial Advisor




(404) 294-8280
Decatur, GA 30033
margaret.a.kulyk@ampf.com
margaret.a.kulyk@ampf.com
MAGGIE KULYK AND ASSOCIATES
A financial advisory practice of Ameriprise Financial Services, Inc.
A financial advisory practice of Ameriprise Financial Services, Inc.
MAGGIE KULYK AND ASSOCIATES , a financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/margaret.a.kulyk
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
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Community ParticipationMember, 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. | |
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
My Location
