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Susan N Alvanos, Private Wealth Advisor serving the Feeding Hills, MA area - Ameriprise Advisors

Susan N Alvanos

CFP®, CLTC®, ChFC®, CEPA®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Alvanos & Associates
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 13 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Insurance
  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLTC® Certified Long Term Care
  • ChFC® Chartered Financial Consultant®
  • CEPA® Certified Exit Planning Advisor®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Master of Arts, Ed Psych, American International College, Springfield, MA
  • Bachelor of Science, Education, Fitchburg State University, Fitchburg, MA

Awards & recognition

  • Ameriprise Client Experience Award, 2021, 2022
  • Ameriprise Circle of Success, 2023

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.

Community participation

On the Board of Directors of the St. George Cathedral Ladies Philoptochos Society in Springfield, MA. Our national organization is one of the largest women's philanthropic groups in the country.

Ronald McDonald House, the Springfield Rescue Mission, and the Springfield Gray House.

Ameriprise National Day of Service at the Food Bank of Western Massachusetts.

Interests

I love spending time with my family and friends on the Maine and Cape Cod coast.

Traveling is a passion, anywhere in the USA and Europe, but especially to Greece where we enjoy the history, the beautiful islands, and the fantastic Greek food.

St. George Greek Orthodox Cathedral is a large part of our lives, especially building relationships and philanthropic endeavors with our very-active ladies group, Philoptochos.