Jenne Trembley

Jenne Trembley

CFP®, ChFC®, AEP®, CAP®, APMA®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Key tax considerations

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

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  • Proud to be recognized

    Ameriprise Client Experience Award winner. Read a letter from our CEO to clients about this honor

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Background and qualification information is available at FINRA's BrokerCheck website.

Legacy Planning

I offer intergenerational planning for families and closely-held small businesses. Most people want to leave a personal legacy behind that supports their personal values and perhaps family traditions; and their wealth may become part of the legacy. I look to help you bridge the gap between the generations by starting the conversation; I believe an honest and deliberate conversation now can lead to a more seamless transition later. By planning, we may improve the odds of creating longevity of your assets through multiple generations; and we may make the conversation less about simple wealth transfer and more about legacy planning as a whole.

Financial Planning After the Loss of a Loved One

When a loved one passes, the last thing you should have to worry about is financial matters. The unfortunate reality is; however, that getting started on settling financial matters quickly is essential in order to work through potential tax and financial implications.

You may not know all the things that come next or even where to begin, and that is okay. I can help you alleviate some of the financial worries that result after the loss of a loved one and take the next steps alongside you as your family’s personal financial advocate now and in the years to come.

First and foremost, I want to help you to focus on what is most important—grieving your loss.

My videos

7 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)