The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Who I Am, What I Do, and Why I Do It Hey Mom, Im starting a new job: financial advisor. Im not surprised. You were the only kid in the house who saved his allowance. In that phone conversation back in 1994, as usual, my mother was right. Even though I had been working as a counselor and a professional skills trainer, she told me I always knew that you would end up in finance. I had inherited both her frugality and her desire to help people, two traits that had served me well in life and that would also serve me well in my new career. As a kid, saving my allowance was pretty straightforward I dropped my lawn mowing earnings into a coffee can that I kept in my dresser. Today, saving for the future is a lot more complicated than it was back when we were young. As adults, we need to make our money work hard and to preserve what we have. A tin can in a sock drawer just doesnt cut it anymore. Investing, saving for retirement, insurance, funding a college education for your kids all important things. Unfortunately, many of us find these financial tasks to be overwhelming or we dont have the time. No one is good at everything! Thats where I come in. I help my clients build a financial plan so that they can spend their valuable time on other things rest and relaxation, time with family and friends the stuff that makes life worth living. As a Certified Financial Planner professional with over 20 years experience, I can help you too..........
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Fax: 585-295-2147

TollFree: 800-257-8740

Categories
Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Securities
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