Amanda Panico, Financial Advisor serving the Bradenton, FL area - Ameriprise Advisors

Amanda Panico

CFP®, CLU®, APMA®

Financial Advisor
  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

    Explore tax insights
  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
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  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

My commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.


Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Request a consultation

Professional Alliances

We have a professional alliance with BLUE CREST INSURANCE AGENCY.

Sam Tabachnick is the owner of Blue Crest Insurance Agency and holds the position of General Lines Agent. Formed in January 2016, the Blue Crest Insurance Agency provides assistance on a range of insurance planning needs – from evaluating coverage types and limits to helping clients structure and protect their assets. Sam has experience in building and maintaining close client relationships, founded on the basis of trust, respect and integrity.

For more information on BLUE CREST INSURANCE AGENCY, visit bluecrestagency.com

BLUE CREST INSURANCE AGENCY is not employed by Ameriprise Financial Services, LLC, but are available to our clients as an excellent resource for all your insurance needs.

BLUE CREST INSURANCE AGENCY is not endorsed by or affiliated with Ameriprise Financial. BLUE CREST INSURANCE AGENCY is not under the supervision of Ameriprise Financial and is not a broker-dealer or investment advisory firm.

My videos

4 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)