BayView Financial Management

A financial advisory practice of Ameriprise Financial Services, LLC
  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
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  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

BayView Financial Management offers a wide range of investment strategies. We pride ourselves on being able to provide an experienced and motivated team of financial advisors that aim to provide the top level of service for our clients. We believe that financial planning can be an essential and complex need, and we strive to simplify the process so that our clients can focus on what matters most to them. It is our utmost desire to offer personalized, thoughtful, and knowledgeable service. We care about our community and we care about our clients above all else.

Our office is open

Our team remains committed to serving our clients. We continue to hold all client meetings as scheduled and are available to meet by phone or online. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.

Our videos

4 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

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.

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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)