Mark A Engles - Ameriprise Financial 1331 North Road, Green Bay, WI 54313
About the Business
Mark A Engles - Ameriprise Financial is a finance institution located at 1331 North Road, Green Bay, Wisconsin, United States. The institution offers a range of certifications and designations for financial advisors, 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 variety of topics such as asset management, estate planning, retirement planning, and investment strategies. The institution aims to provide comprehensive and specialized financial planning services to individuals and businesses, with a focus on ethical practices and professional development.
Photos
Location & Phone number
1331 North Rd # 100, Green Bay, WI 54313, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been a client of Mark's for over 10 years. Mark and his team have always been very responsive. Mark does a great job on both the investment side but also helps on the tax planning side."
"We have been clients of Mark for 20+ years. He definitely knows the industry and always has our best interest in mind. He has been setting up for retirement along the way! We love working with him."
"NEVER AGAIN! Unethical. Immoral. Questionable practices."
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