William Walter - Financial Advisor, Ameriprise Financial Services, LLC
17 Limestone Drive, Williamsville, NY 14221
Location & Phone number
17 Limestone Dr STE 7, Williamsville, NY 14221, United States
About the Business
William Walter is a financial advisor at Ameriprise Financial Services, LLC located at 17 Limestone Drive, Williamsville, New York, United States. With a focus on individual goals and personal risk tolerance, William provides investment, asset allocation, and portfolio recommendations. Regular meetings are held to review progress, adjust strategies as needed, and track progress towards financial goals. Clients have secure access to their investments and accounts from any device.
Background and qualification information for William Walter can be found on FINRA's BrokerCheck website. The Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is also available.
If you have questions about retirement planning, William encourages you to explore the Retirement InteractiveSM tool on the website. A complimentary initial consultation is offered to new clients in the United States. Please note that the consultation provides an overview of financial planning concepts and does not include written analysis or recommendations.
Investment products are not insured by the FDIC, NCUA, or any federal agency and involve risks including possible loss of principal. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC.
William Walter is registered to conduct securities business in certain states. Please refer to FINRA's BrokerCheck website for a list of those states. For more information on services, disclosures, and privacy policies, visit the Ameriprise Financial website.
If you know someone who could benefit from financial guidance, feel free to refer them to William Walter at Ameriprise Financial Services, LLC. Your referral will be contacted promptly.
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