Marvin McKenzie

Marvin McKenzie

MS, CFP®, CIMA®, CPWA®

Private Wealth Advisor
Certified Investment Management Analyst®
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Background and qualification information is available at FINRA's BrokerCheck website.

Here for you through ups and downs

Recent events and ups and downs in the market leave many people feeling uncertain about how they should approach their long-term financial goals. I’ve made a career out of helping clients do just that. I make a point of understanding my clients and today’s changing markets, and I can help you confidently weather uncertainty and still stay on track for tomorrow. Contact me for a complimentary initial consultation to discuss your financial goals.

Learn more about how we can work together

My videos

4 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)