Advisor profile


My approach

Nick Beres - 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.

Nick Beres - My approach photo

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Family Finances
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Wealth Preservation Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • The Ohio State University, 2000-2004, B.S. in Human Ecology
  • Major: Family Resource Management specializing in Family Financial Management

Interests

I grew up in Streetsboro, Ohio and I currently live in Grandview, Ohio. My parents are Karl and Jo-Ann Beres. I have a sister, Justina, a brother-in-law, Brad and I became "Uncle Nicky" in 2018. When I am not planning your financial future you will find me enjoying the following activities.

• Attending or watching sporting events
• Biking
• Dancing
• Fishing
• Going to new restaurants or experiencing new types of food and drink
• Listening to music or going to concerts
• Playing sports along with other recreational hobbies
• Spending time with my family and friends
• Traveling

Community participation

Volunteer at our local food bank

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Financial Advisor and CFP® professional, H&R Block Financial Advisors, 2004-2009