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An Ameriprise Platinum Financial Services® Practice

 
 
Stephen J Croghan Ameriprise Financial Advisor

Stephen J Croghan

MBA, CRPC®

Senior Financial Advisor

 

 
 
Print Summary

Qualifications

  • Chartered Retirement Planning Counselor SM
  • Senior Financial Advisor
  • Master of Business Administration
  • Bachelor of Science Degree

Office Location

349 Rt 31
Ste 101
Flemington, NJ 08822-5777
Map (908) 782-7382


Professional Associations

  • North Hunterdon Rotary
  • United Way of Hunterdon

License Information

I am licensed and registered to conduct business in NJ.

Based on licenses and registrations I hold, I may also conduct business in CT, OH, DE, NC, CA, NH, IL, FL, GA, MA, NY, AZ, PA.

CA Insurance #0G92212

My Approach

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.

Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies

Interests

  • I like coaching my children, Dana and Carmeron.

Community Participation

United Way of Hunterdon, North Hunterdon Rotary, High Bridge Youth Soccer and Basketball.

Market Watch

Market News
  • 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.