Guide > Audit & Consulting in Ohio > Audit & Consulting in Toledo > Richard Luedtke - Private Wealth Advisor, Ameriprise Financial Services, LLC
Richard Luedtke - Private Wealth Advisor, Ameriprise Financial Services, LLC
6011 Renaissance Place, Toledo, OH 43623
Location & Phone number
6011 Renaissance Pl Ste 1, Toledo, OH 43623, United States
About the Business
Richard Luedtke - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 6011 Renaissance Place, Toledo, Ohio, United States, is a finance institution offering a wide range of services to meet the individual needs of clients. The institution is proud to have professionals with 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®. These certifications ensure that clients receive expert advice and guidance in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. The institution is dedicated to providing comprehensive and personalized financial planning services to help clients achieve their financial goals.
Photos
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Rick is a top notch advisor. He helps you take the long and short view, and sweats the details for you. But he makes me feel calm and hopeful, even in the unsettled times. He will work with you to find an investment sweet spot that fits your life and goals. I highly recommend his work. Call him...he picks up the phone."
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