Victoria Wagner Ross

An Ameriprise Platinum Financial Services® Practice
Victoria Wagner Ross
CFP®, MBA, CRPC®
Senior Financial Advisor

(847) 392-6911
4 W Northwest Hwy
Arlington Heights, IL 60004


victoria.w.ross@ampf.com

Contact Information


(847) 392-6911
4 W Northwest Hwy
Arlington Heights, IL 60004

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ROSS & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/victoria.w.ross

My Philosophy

I've been helping people reach their goals for 26 years.

To achieve your dreams, you need a plan. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. More than a pie chart, asset allocation or product recommendations, our plans are carefully written and based on proven principles of financial planning. The plans break down complex topics into simple actions and provide recommendations for how to save, spend, invest and protect the things that are important to you. I will address your needs over time, and deliver recommendations in a written financial plan. It will be updated regularly and will provide you with information tailored specifically to your goals and dreams. We will track your progress on an ongoing basis against your plan, reviewing where you are, where you need to be and what new developments in your life will affect your goals and make adjustments as needed.

Experience

Qualifications

  • Senior Financial Advisor
  • Master of Business Administration

Interests

  • Member of the US Dressage Federation

Community Participation

Lupus Association, contributor Chicago, IL


License information

I am licensed and registered to conduct business in IL.

Based on licenses and registrations I hold, I may also conduct certain business in TX, NM, SC, AZ, CA, FL, MI, MN, NC, NJ, NV, OR, WI

CA Insurance #0811821

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.

AREAS OF FOCUS
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Asset Allocation
  • General Financial Planning

See our story
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.