Owning a business can be a dream come true, but it can also create unique personal financial considerations. With our experience helping small business owners with ongoing advice, we help our clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.


Advisors

Jennifer Moenter, Financial Advisor serving the Delphos, OH area - Ameriprise Advisors

Jennifer Moenter

CRPC, APMA

Financial Advisor

Franchise Owner
Visit Jennifer Moenter's website
Alex Odenweller, Financial Advisor serving the Delphos, OH area - Ameriprise Advisors

Alex Odenweller

APMA

Financial Advisor

Visit Alex Odenweller's website
Keith Fledderjohann, Financial Advisor serving the Delphos, OH area - Ameriprise Advisors

Keith Fledderjohann

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Keith Fledderjohann's website

Team

Leeannda Fischer

Leeannda Fischer

Client Service Specialist

Donna Burris

Administrative Assistant