An Ameriprise Private Wealth Advisor
Named to Forbes Best-in-State Wealth Advisors, 2022
About Ameriprise
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What do you need? At the end of the day, there’s no other question that matters. My job is to understand you, and create a plan that reflects your goals and dreams. Sure, there are countless options in the financial world. I can sit down with you to discuss personalized strategies to help you work toward your individual goals. That’s why I'm here, and that’s just what I do.
I’m proud that I'm one of Forbes’ Best-in-State Wealth Advisors for 2020-2022, Forbes Top Women Wealth Advisors for 2020-2021, and to have been named to Working Mother Magazine’s Top Wealth Advisor Moms list for 2018-2021.
These rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry. It is an honor because I truly enjoy helping my clients achieve their goals. I’d like to thank them for their trust and for the opportunity to continue working together. And, I’d like to thank my dedicated team for all their hard work and support.
Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.
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This offer is valid only in the United States. The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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Shelby Gregory Fink
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With both stocks and bond prices down this year, investors may wonder whether a diversified portfolio can still hold up. Chief Market Strategist Anthony Saglimbene addresses this question in a challenging investing environment. (4:07)
Ameriprise Financial experts look back at the first half of the year, discuss the outlook for the remainder of the year and share equity, fixed income and asset allocation strategies for investors to consider. (11:24)
Recent stock market swings, record-high inflation and recession speculation are, understandably, causing concern for investors. Ameriprise Financial experts weigh in on what’s fueling these developments and what may lie ahead. (11:20)
There's a lot of chance you encounter along life's journey. If you're not planning for chance, chances are you're risking your financial future. (3:36)
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.
More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)
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This offer is valid only in the United States.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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