Simon Rupard - Financial Advisor, Ameriprise Financial Services, LLC 5550 South Macadam Avenue, Portland, OR 97239
About the Business
Simon Rupard is a Financial Advisor at Ameriprise Financial Services, LLC located at 5550 South Macadam Avenue in Portland, Oregon, United States. Simon is dedicated to providing comprehensive financial planning services to individuals and small business owners. He 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®, 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®. With expertise in asset management, retirement planning, estate planning, insurance products, and investment strategies, Simon is committed to helping his clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating a divorce, Simon Rupard is here to provide personalized and professional financial advice tailored to your individual needs.
Photos
Location & Phone number
5550 S Macadam Ave #102, Portland, OR 97239, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
List of local businesses, places and services in Oregon
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos