America's leader in financial planning*Richard Lowery
 | CRPC® Financial Advisor |
(920) 997-0668
39 Park Place
Suite 100
Appleton, WI 54914
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COZZUOL, SCHUETTPELZ & LOWERY
A financial advisory practice of
Ameriprise Financial Services, Inc.
My Philosophy
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
License information
I am licensed and registered to conduct business in WI.
Based on licenses and registrations I hold, I may also conduct certain business in CO, FL, GA, MI, MN, AK
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.
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Saving for Education
- General Financial Planning