Marie T Shultz - Financial Advisor, Ameriprise Financial Services, LLC
About the Business
Marie T Shultz is a Financial Advisor at Ameriprise Financial Services, LLC located at 1604 East Perkins Avenue in Sandusky, Ohio, United States. Marie 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®. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Marie is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Marie T Shultz for comprehensive and personalized financial planning services.
Photos
Location & Phone number
1604 E Perkins Ave Ste 109, Sandusky, OH 44870, United States
Hours open
Monday:
10:00 AM - 4:00 PM
Tuesday:
10:00 AM - 4:00 PM
Wednesday:
10:00 AM - 4:00 PM
Thursday:
10:00 AM - 4:00 PM
Friday:
10:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Marie is very knowledgeable and I trust her financial advice. I have 13 year old twins and making sure they are financially prepared for college or other future plans as a young adult is very important to me. She gave some great guidance on how we can start now in doing that! Highly recommend you talk to her if you have the same concerns and goals for your young kids!"
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