Advisor photo for Carolyn Crim

Carolyn Crim

CRPC

Financial Advisor
Chartered Retirement Planning Counselor™
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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  • Your financial priorities

    Learn more about key financial and investment insights to help you achieve your goals.

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  • Anytime online access

    Access your accounts, track your progress, and connect with me using digital tools from Ameriprise.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Prepare for all market conditions

Navigating changing markets can be a challenge. But sound financial advice can help you better position your portfolio to potentially take advantage of opportunities and mitigate loss. I am committed to understanding your goals and am here to provide personalized financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we build together is designed to factor in market ups and downs.
Contact me for a complimentary initial consultation to discuss your financial goals

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Evaluate your 401(k)

Many people wait to roll over their 401(k) dollars until they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you evaluate the pros and cons and determine if a rollover fits with your overall retirement savings strategy. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator.