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Richard Kappel, Financial Advisor serving the Monroeville, PA area - Ameriprise Advisors

Richard Kappel

Financial Advisor

Carretta, Helfritch & Associates
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 9 reviews
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EMAIL
PHONE
BUSINESS MOBILE
412.376.4563
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Charitable Giving

Professional associations

  • Cornerstone Ministries Business Network
  • Monroeville Area Chamber of Commerce

Community participation

  • Cornerstone Ministries Pre-School Division Leader
  • UnCommon Community Project Coordinator
  • Cornerstone Ministries Business Network on LinkedIn
  • Summer Camp Councillor
  • Gateway High School Band Alumni

Interests

I enjoy volunteering at my church and in my children's school activities.

I appreciate instrumental music and play the trumpet.

I am an avid fisherman, outdoor camper and canoeist.

I love meeting new people for coffee and making new friends.

I enjoy helping my clients achieve their financial goals.

My photos

1 albums
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Richard Kappel may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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