Patrick Shreve - Financial Advisor, Ameriprise Financial Services, LLC
About the Business
Patrick Shreve is a Financial Advisor at Ameriprise Financial Services, LLC located at 6719 Perkins Road in Baton Rouge, Louisiana, United States. Patrick holds several 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Patrick specializes in providing comprehensive financial planning services for individuals and businesses, with a focus on asset management, retirement planning, estate planning, and investment strategies. With a commitment to ethical standards and ongoing education, Patrick is dedicated to helping clients achieve their financial goals.
Photos
Location & Phone number
6719 Perkins Rd, Baton Rouge, LA 70808, 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
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