Stephen Reid Walker Jr

An Ameriprise Platinum Financial Services® Practice
Stephen Reid Walker Jr
CFP®, ChFC®, CLU®
Senior Financial Advisor
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(908) 782-7673
349 Rt 31
Ste 101
Flemington, NJ 08822


stephen.r.walker@ampf.com

Contact Information


(908) 782-7673
349 Rt 31
Ste 101
Flemington, NJ 08822

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www.ameripriseadvisors.com/stephen.r.walker

My Philosophy

I've been helping people reach their goals for 13 years.

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

Interests

  • I enjoy coaching my children's soccer and baseball teams.

Community Participation



Hunterdon Art Museum website

License information

I am licensed and registered to conduct business in NJ.

Based on licenses and registrations I hold, I may also conduct certain business in DE, AZ, CA, FL, GA, ID, MO, NC, NM, NV, NY, OR, PA, SC, VA

CA Insurance #0D37851

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
  • Investment Advice
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning

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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.