Advisor profile


My approach

Kyle Dandurand - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Kyle Dandurand - My approach photo

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Insurance
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Charitable Giving
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, State Securities Series 63
  • Life & Health
  • Long Term Care (LTC) and Partnership LTC
  • CFA® Chartered Financial Analyst®

Education

  • Muhlenberg College, B.A. in Psychology and B.A. in Spanish

Interests

Family

Cooking

Travel & Hiking

Sports

Volunteer Work

Community participation