The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Client Satisfaction Rating: Each client has the opportunity to rate an advisor or team based on the client’s overall satisfaction on a scale of 1 to 5. Ratings for advisors and teams are separate and independent. The Client Satisfaction Rating is an average of all client responses within a rolling 24-month period and is updated daily. There is no minimum number of responses required to display a rating. Client experiences may vary and working with any Ameriprise financial advisor or team is not a guarantee of future financial results. Investors should not consider this rating a substitute for their own research and evaluation of a financial advisor's qualifications. Not all clients may respond to these questions, and only clients with access to the Ameriprise Secure Client Site may submit a rating.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.