Steve Knapp - Financial Advisor, Ameriprise Financial Services, LLC
About the Business
Steve Knapp is a Financial Advisor at Ameriprise Financial Services, LLC located at 7430 U.S. Highway 42 in Florence, Kentucky, United States. Steve has obtained 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®. He offers a wide range of financial services and specializes in asset management, retirement planning, estate planning, risk management, and investment strategies for individuals, retirees, small business owners, and high net worth clients. Steve is dedicated to providing comprehensive and personalized financial advice to help his clients achieve their financial goals.
Photos
Location & Phone number
7430 U.S. Hwy 42 #101, Florence, KY 41042, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I would like to express my sincere appreciation for my Advisor, Steven Knapp. He has been a tremendous help to me in determining the settlement for my late husband, Courtney's Annuity. My desire was 100% Spousal continuation but since the annuity was issued in 1983, I do not have that option. I've had great difficulty in making my decision and Steve has never rushed me into a decision. Steve has shown great patience to explain my options. I know I have presented Steve with quite a challenge in dealing with my situation. I feel at Peace with what has been decided. Courtney passed in December, 2018 and I thank River Source for allowing me a year to make my decision. Steve is a great asset to Ameriprise Financial Services. I express my gratitude to a great Advisor. Oveta Flint"
"Steve has been my financial advisor for many years & he has never steered me wrong, always guiding me in the right direction, allowing me to take advantage of an early retirement offer & maintain my desired lifestyle. He is honest, knowledgeable & friendly - a pleasure to work with!"
"Recently had the pleasure of sitting down with Steve Knapp at Ameriprise Financial to discuss financial planning and appropriate allocation for our retirement account. Could not recommend him enough. He took the time to do more than recommend... he explained WHY he recommended something. Great advice from a very knowledgeable and honest advisor."
"Steve Knapp has been our financial advisor for many years and we have been very pleased with his services. He is very personable and helpful. We would rate him as a 10."
"Steve has been my financial advisor for over 15 years now. He has given me some great recommendations and has always headed me in the right direction for my future. I'm not always the perfect client , but I get treated as if I were. A good example would be this last visit I just had with him. He had the perfect solution for a potential financial problem I had almost gotten myself into. He really came through when I really needed help! I'm glad I have Steve and the Ameriprise team in my corner to help me with my retirement questions and concerns . I couldn't do better! Guy Jones"
List of local businesses, places and services in Kentucky
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos