Tate Lamastus - Financial Advisor, Ameriprise Financial Services, LLC
751 Cool Springs Boulevard, Franklin, TN 37067
About the Business
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Tate Lamastus is a financial advisor at Ameriprise Financial Services, LLC located at 751 Cool Springs Boulevard in Franklin, Tennessee, United States. Tate holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Tate is also a Certified Military Financial Advisor® (CFMA®) and specializes in providing financial advice to veterans, active duty, Reserve, National Guard, and their families. Tate is dedicated to helping individuals with asset management, retirement planning, estate planning, investment strategies, risk management, and other financial needs. With a commitment to ethics and ongoing education, Tate provides comprehensive and personalized financial solutions to clients.
Photos
Location & Phone number
751 Cool Springs Blvd STE 200, Franklin, TN 37067, 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
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- Financial Advisor
- Audit & Consulting
- Asset Management
- Behavioral Finance
- Business Succession Planning
- Certified Financial Planner
- Chartered Life Underwriter
- Divorce Financial Planning
- Elder Law Planning
- Estate Administration
- Estate Planning
- Estate Tax Planning
- Exit Planning
- Family Office Services
- Financial Advisor
- Financial Advisor Services
- Financial Literacy
- Financial Planning For Families
- Income Taxation
- Inheritance Planning
- Inheritance Tax Planning
- Investment Management
- Investment Research
- Investment Strategy
- Investor Relations
- Long-Term Care
- Long-Term Care Planning
- Military Financial Planning
- Portfolio Management
- Retirement Income Planning
- Retirement Planning
- Retirement Savings
- Risk Management
- Tax Planning
- Tax Planning Strategies
- Veteran Financial Services
- Wealth Management
- Wealth Preservation
- Wealth Transfer
- Wealth Transfer Planning
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