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David Racusin - Financial Advisor, Ameriprise Financial Services, LLC
3027 Townsgate Road, Westlake Village, California, United States
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About the David Racusin - Financial Advisor, Ameriprise Financial Services, LLC
David Racusin, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3027 Townsgate Road in Westlake Village, California, is dedicated to helping clients achieve their financial goals. With a background and qualifications available on FINRA's BrokerCheck website, David offers a Client Relationship Summary Disclosure to provide transparency and clarity to clients.
With a focus on retirement planning, David addresses common concerns such as ensuring there is enough money to last throughout retirement, managing market fluctuations, and combating inflation's impact on retirement income. The Retirement InteractiveSM tool allows clients to explore and address potential challenges that could affect their financial security in retirement.
For those seeking a more confident financial future, Ameriprise Financial Services, LLC offers complimentary initial consultations to discuss financial planning concepts. While written analysis and recommendations are not provided during the initial consultation, clients can gain valuable insights into their financial situation and goals.
As a registered investment adviser, Ameriprise Financial Services, LLC offers investment advisory products and services to help clients navigate the complexities of the financial markets. Securities are offered through Ameriprise Financial Services, LLC, a member of FINRA and SIPC.
David Racusin is licensed to conduct securities business in select states, and clients can refer to FINRA's BrokerCheck website for a list of those states. By meeting with David, clients can discuss their financial priorities and create a personalized plan to work towards their objectives.
Please note that Ameriprise Financial cannot guarantee future financial results, and clients are encouraged to review the website rules and regulations, privacy and security policies, and information on email fraud. With a commitment to helping clients achieve their financial goals, David Racusin and Ameriprise Financial Services, LLC are dedicated to providing personalized and comprehensive financial solutions.
Photos of David Racusin - Financial Advisor, Ameriprise Financial Services, LLC
3027 Townsgate Rd STE 200, Westlake Village, CA 91361, United States
Opening hours of David Racusin - Financial Advisor, Ameriprise Financial Services, LLC
Monday:
08:00 - 15:00
Tuesday:
08:00 - 15:00
Wednesday:
08:00 - 15:00
Thursday:
08:00 - 15:00
Friday:
08:00 - 15:00
Saturday:
Day off
Sunday:
Day off
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