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Matthew Davis Ameriprise Financial Advisor

Matthew Davis

Associate Financial Advisor

with the practice of David Woosley

 

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Refer Me

(206) 324-2707

matthew.d.davis@ampf.com

 
 
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Office Location

115 15th Ave E
Ste 202
Seattle, WA 98112-5614
Map (206) 324-2707

License Information

I am licensed and registered to conduct business in WA.

Based on licenses and registrations I hold, I may also conduct business in CA.

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 2010. I can help you decide whether a Roth conversion is right for you.

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