Moyer, West and Associates

Moyer, West and Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC
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  • Market volatility

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  • Key tax considerations

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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Our Vision:

With a passion for client service, our mission is to ensure that your financial future is in the best hands possible: your own. As such, we’ll work to guide you toward securing a better today and a more confident tomorrow by taking your dreams and goals and translating them into a realistic, purpose-driven plan. By looking at your entire financial picture, from cash and debt management to protection planning and tax-efficient investment strategies, we ask targeted questions and listen to your concerns. Our goal is to help clients feel more confident about their financial well-being. As we evaluate your financial situation, we’ll challenge you to ask yourself if the decisions you are making today give you more confidence in your financial future. If you aren’t 100% confident, we would love to sit down with you to discuss how we can help.

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Our videos

2 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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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)