At Canal View Financial Advisors, you will work with a team that is as passionate about your dreams as you are; someone who will take the time to get to know you, not as just another account but as someone who connects with you. At Canal View Financial Advisors, we build long-term relationships by working one-on-one with you to help you discover and define your personal goals, and then we help you devise a plan to work toward achieving those goals. You will work with an experienced professional team who you can rely on to provide you with advice and straight forward answers on questions surrounding:
· Financial Planning
· Education Planning
· Retirement Planning
· Estate Planning Strategies
We honor our relationships with you by providing customer service and attention you may not find elsewhere.
Navigating today’s complex financial world can be challenging. The professionals at Canal View Financial Advisors have the knowledge to help you make the right financial decisions today so you can realize your dreams tomorrow.
Contact us today to learn more about how Canal View Financial Advisors can help put you in control of your financial future.
Areas of focus:
Wealth Preservation Strategies
•Retirement Planning Strategies
•Retirement Plan Distribution
•Divorce Financial Planning
•Retirement Income Strategies
Working with us:
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.
Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.
What to expect
•Professional help in clarifying your financial goals and priorities
•If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
•Accurate information about our tailored solutions, including risks, benefits and costs
What to bring
•A list of any questions you have regarding your current financial situation
•Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
•A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals
We are licensed to do business in the following states: AL, AZ, CA, FL, GA, IL, IN, KY, ME, MI, NM, NC, NV, NY, OH, OR, RI, SC, SD, TN, TX, UT, VA, VT, WA
CA license #'s OD29872, OE17369 and OH42422
Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact us directly. Please visit Ameriprise.com/social for more important disclosures and information.
A private wealth advisory practice of Ameriprise Financial Services, Inc.