Jordan Plaster - Private Wealth Advisor, Ameriprise Financial Services, LLC 1470 N Bank Pkwy, Tuscaloosa, AL 35406
About the Business
Jordan Plaster is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1470 N Bank Pkwy, Tuscaloosa, Alabama, United States. Jordan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge of fiduciary responsibilities, Jordan provides tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Specializations include portfolio management, behavioral finance, philanthropy, annuities, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and continuous education, Jordan Plaster is dedicated to helping clients achieve their financial goals and secure their financial future.
Photos
Location & Phone number
1470 N Bank Pkwy Ste 150, Tuscaloosa, AL 35406, United States
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Terry Simpson has been our agent for over 10 years. He has done an excellent job managing our retirement funds allowing us to enjoy retirement with confidences that we will be financially secure. Terry is very personable and shows great concern helping us make the right decisions with our investments to continue to have a great return while drawing out what we need each month to live the same lifestyle we had before retiring and even better."
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- Financial Advisor
- Audit & Consulting
- Annuities
- Asset Management
- Behavioral Finance
- Divorce Financial Analysis
- Estate Planning
- Exit Planning
- Fiduciary Responsibility
- Financial Planning
- Generational Wealth Transfer
- High Net Worth Clients
- Individual Financial Planning
- Investment Risk Management
- Investment Strategies
- Philanthropy
- Portfolio Management
- Private Wealth Advisor
- Retirement Goal Planning
- Retirement Income Planning
- Retirement Planning
- Small Business Financing
- Tax Optimization
- Wealth Management
- Wealth Preservation
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