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Marguerita "rita" Cheng Ameriprise Financial Advisor

Marguerita "rita" Cheng

CRPC®, CFP®

Financial Advisor

 

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(301) 320-1457

marguerita.m.cheng@ampf.com

 
 
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Office Location

6400 Goldsboro Rd
Ste 550
Bethesda, MD 20817-5846
Map (301) 320-1457

License Information

I am licensed and registered to conduct business in MD.

Based on licenses and registrations I hold, I may also conduct business in MA, NY, WV, OR, PA, VA, FL, CA, DC, GA, NC.

CA Insurance #0G89743

Find money for dreams

Tax savings. More efficiently structured debt. Consolidating accounts to potentially reduce fees. A thorough review of your financial situation could result in more money for your dreams and goals. Contact me about planning to achieve your dreams.

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  • 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.

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