Advisor photo for Sarah Reznick

Sarah Reznick

CFP®, ChFC®, CRPC, CEPA®

Financial Advisor
A financial advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our Team

Stephanie, Danielle, and Sandra, our office team, create a space where clients can feel cared for, comfortable and understood. Our office has a “family feel” uniquely generated by three working mothers who understand what people’s concerns are. My ideal client is at what I call that “fuzzy moment” in their financial journey – knowing what they want, not quite sure how to get there, and open to a collaboration that will help move them toward their goals. Knowing this, I ask my clients to bring what I call AAAP:

  • The Ability to reach their goals.
  • An Attitude that values and appreciates the importance professional advice.
  • A spirit of Advocacy to make an impact in their communities.
  • And the Potential that comes from being in the growth stage of their career and willing to make the most of that moment in their lives.

I have first-hand experience making sure changes in circumstance don’t mean changes in a family’s financial health. I divorced at a young age and took that chance to make some major life changes.

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A solid financial foundation only stays that way by protecting what fuels it

Everything from paying a mortgage to building wealth depends on your ability to earn money from your job. Protecting against the risk of becoming sick or injured and unable to work is essential to helping you feel confident about your financial future. It’s important to know the facts about protecting the foundation that fuels your lifestyle and supports other financial goals. Let’s talk about how together we can help protect your most valuable asset—your ability to earn an income.