Massimo Magliari

An Ameriprise Platinum Financial Services® Practice
Massimo Magliari
ChFC®, CFP®, CIMA®
Senior Financial Advisor
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(610) 397-0997
1 W 1st Ave
Ste 105
Conshohocken, PA 19428


massimo.a.magliari@ampf.com

Contact Information


(610) 397-0997
1 W 1st Ave
Ste 105
Conshohocken, PA 19428

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KELMAN AND MAGLIARI

A financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/massimo.a.magliari

My Philosophy

I've been helping people reach their goals for 12 years.

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.

Experience

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor

Professional Associations


Community Participation

Blue Bell Chapter of Rotary Iternational

Blue Bell Chapter of Rotary

License information

I am licensed and registered to conduct business in PA.

Based on licenses and registrations I hold, I may also conduct certain business in CO, AZ, CA, DE, FL, ID, IL, MA, MD, MI, NC, NJ, NY, OH, TX, VA, DC

CA Insurance #0D79810

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.

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.

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AREAS OF FOCUS
  • Asset Allocation
  • General Financial Planning
  • Women's Financial Strategies
  • Investment Advice
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies

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My Location

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.