David Van Geffen - Financial Advisor, Ameriprise Financial Services, LLC
About the Business
David Van Geffen - Financial Advisor at Ameriprise Financial Services, LLC, located at 1921 Kaliste Saloom Road in Lafayette, Louisiana, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, David provides investment recommendations and portfolio strategies to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial plan remains on track, with adjustments made as needed to accommodate life changes. Access your investments and accounts securely from any device, and track your progress towards your goals with ease.
David Van Geffen is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. Schedule a complimentary initial consultation to learn more about how David can assist you in reaching your financial goals. While Ameriprise Financial cannot guarantee future financial results, David is committed to helping you navigate the complexities of investing and financial planning.
For more information on corporate entities, disclosures, website rules, regulations, privacy, and security, visit Ameriprise Financial's Privacy and Security Center. Rest assured that your financial information is protected with Ameriprise Financial's Online Security Guarantee. Refer friends and family to David Van Geffen for expert financial advice, and they will receive prompt assistance in achieving their financial aspirations. Contact David today to begin your journey towards financial success with Ameriprise Financial Services, LLC.
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Location & Phone number
1921 Kaliste Saloom Rd Suite 202 A, Lafayette, LA 70508, United States
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