Financial Planners Certified in United States - ViewLocate

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George Beddie - Ameriprise Financial Services, Inc. photos

George Beddie - Ameriprise Financial Services, Inc., Cincinnati

Cincinnati / Ohio / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Frost Bank photos

Frost Bank, Odessa

Odessa / Texas / United States

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Texas roots. World-class service. From banking and insurance to all your investment needs, Frost is here for you. Literally. If youre in Texas, chances are theres a Frost nearby with folks you can trust to navigate you through any financial decision, no matter how simple or complicated. And because we put people first, youll get the kind of customer service Frost has been known for since we first started serving this great state six generations ago. Youll also be able to take advantage of our time-tested, disciplined approach to helping you make the right financial decisions for your money.

Darien Tung - Ameriprise Financial Services, Inc. photos

Darien Tung - Ameriprise Financial Services, Inc., Redwood City

Redwood City / California / United States

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Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Donald H Westermeyer - Ameriprise Financial Services, Inc. photos

Donald H Westermeyer - Ameriprise Financial Services, Inc., Cincinnati

Cincinnati / Ohio / United States

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The advisor listed is an Ameriprise financial advisor in Cincinnati. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Live life brilliantly.What matters most to you in life? Its a big question. And its one of many questions Ill ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors wont. Why? Because your vision of the future is unique and Im committed to helping you achieve it. Lets start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.

Gregory Ward - Ameriprise Financial Services, Inc. photos

Gregory Ward - Ameriprise Financial Services, Inc., Knoxville

Knoxville / Tennessee / United States

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Whether its saving to buy a home, traveling or simply feeling confident that youll be able to live the retirement youve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement approach, I work one-on-one with my clients, and really get to know them. This way, I understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Neil Winterfeldt - Ameriprise Financial Services, Inc. photos

Neil Winterfeldt - Ameriprise Financial Services, Inc., Gaylord

Gaylord / Minnesota / United States

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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Syntegra Private Wealth Group photos

Syntegra Private Wealth Group, Chesterfield

Chesterfield / Missouri / United States

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My mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead. I understand today’s financial environment. I understand that individuals face unique challenges as they prepare for retirement. And I can help take the mystery out of preparing for today and tomorrow. See Our other locations: Troy Office 250 East Wood Street Troy, MO 63379 Phone: 636-462-2170 Mon-Sun: 8:00 AM - 5:00 PM

Legacy Wealth Management photos

Legacy Wealth Management, Brea

Brea / California / United States

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At Legacy Wealth Management, we help you meet your objectives through a combination of situational analysis, disciplined asset management, and excellent client service. We strive to anticipate and address any challenges as they occur, keeping you on-track toward a meaningful and purpose-driven financial future.

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First Horizon Bank, Morrisville

Morrisville / North Carolina / United States

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You know what you are capable of. You know what you want in life. Our mission is to bring a deeper understanding of who you are, so that we can help you get to where you want to go.

Coe Financial Group photos

Coe Financial Group, Deerfield

Deerfield / Illinois / United States

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Coe Financial Group offers financial and investment services through First Allied Securities to business owners and their employees. Many of its clients are medical professionals. Coe employs a number of certified wealth professionals to assist its clients.

CLN Financial photos

CLN Financial, Fort Wayne

Fort Wayne / Indiana / United States

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CLN Financial is a full-service consulting firm located in Fort Wayne, Indiana. With over 30 years experience in financial services, our team offers incredible insight into all areas of planning, and focuses on retirement strategies for members of the telecom industry. Family-owned and operated, CLN Financial is the result of a joint venture between Chad E. Tallman and his brother-in-law, Corey L. Nigg. As an independent, family-owned consulting firm, we help individuals and families plan for long-term financial well-being, peace of mind and confidence — regardless of age, gender or net worth.

Tim Nuttle - Ameriprise Financial Services, Inc. photos

Tim Nuttle - Ameriprise Financial Services, Inc., Lancaster

Lancaster / Pennsylvania / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Edelman Financial Engines photos

Edelman Financial Engines, Greenwood

Greenwood / Indiana / United States

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The Edelman Financial Engines Advisor Center in Greenwood is conveniently located off State Road 135, just north of Main Street and serves the southern portion of the Indianapolis metro area. Our investment advisors can develop a personalized investment strategy to help you meet your financial goals. Talk with us about our investment advisory services, including Easy 401(k) Rollover and Retirement Paycheck.

D William Winkelman - Ameriprise Financial Services, Inc. photos

D William Winkelman - Ameriprise Financial Services, Inc., Skaneateles

Skaneateles / New York / United States

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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Ralph Bryant - Ameriprise Financial Services, Inc. photos

Ralph Bryant - Ameriprise Financial Services, Inc., Southfield

Southfield / Michigan / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

KeyBank photos

KeyBank, Rochester

Rochester / New York / United States

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Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices; a network of 1,200+ ATMs; telephone banking centers 800-KEY2YOU®; and a website, Key.com®, and mobile app that provides account access and financial products 24 hours a day.

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Westlake Wealth Management photos

Westlake Wealth Management, Roanoke

Roanoke / Texas / United States

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Westlake Wealth Management is a newly established financial planning firm in Roanoke, Texas. Founded by a team of eager young professionals, we are dedicated to providing independent financial guidance that is always in the best interest of the clients we serve. Our team includes CFPs, MBAs, and adept entrepreneurs passionate about using their own experience to help clients reach their short- and long-term financial goals. Helping people create better futures for themselves and their families is the driving force behind everything we do. Through education, insight, and expertise, we equip our clients to make sound financial decisions in every stage of life. You have worked hard to build your nest egg. Partner with a team that will work just as hard to help grow and protect it. Call us today to learn more and schedule your complimentary consultation.

Farm Bureau Financial Services, Andrew Linton photos

Farm Bureau Financial Services, Andrew Linton, Topeka

Topeka / Kansas / United States

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Saturday: By Appointment onlySunday: By Appointment OnlyCall for appointment

Hendel Wealth Management Group - Ameriprise Financial Services, Inc. photos

Hendel Wealth Management Group - Ameriprise Financial Services, Inc., Smithtown

Smithtown / New York / United States

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We care about whats important to youYour financial goals are unique, and we can help you achieve them. We take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Citizens Bank photos

Citizens Bank, York

York / Pennsylvania / United States

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At Citizens Bank, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or any other question about money, don’t keep it to yourself. Ask a Citizen. We have approximately 1,150 Citizens Bank branches in 11 states and approximately 3,300 ATMs. In addition, our customers stay connected with us 24/7 online, through our award-winning mobile app and via our round-the-clock customer contact center. Member FDIC. Equal Housing Lender.

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