David Dieter - Ameriprise Financial Services, Inc.
State Route 5, Cortland, Ohio 44410
About the David Dieter - Ameriprise Financial Services, Inc.
David Dieter - Ameriprise Financial Services, Inc., located on State Route 5 in Cortland, Ohio, is a trusted provider of comprehensive financial planning and advisory services. Specializing in personalized financial strategies, David Dieter and his team are committed to helping clients achieve their financial goals through tailored advice and expert guidance.
Services Offered:
- Personalized Financial Planning: Each Ameriprise advisor, including David Dieter, brings unique areas of expertise to the table, ensuring that clients receive advice that aligns with their specific financial objectives.
- Consultation Services: Prospective clients can easily connect with advisors by filling out the “Request consultation” form, after which an advisor will reach out to schedule a meeting.
- Expert Credentials: David Dieter and his team hold numerous prestigious certifications, reflecting their extensive knowledge and adherence to high ethical standards in various financial domains.
Notable Certifications and Designations:
1. AAMS™ (Accredited Asset Management Specialist™): Focuses on asset allocation, investment strategies, and estate planning.
2. ADPA™ (Accredited Domestic Partnership Advisor™): Specializes in wealth transfers, retirement planning, and end-of-life financial needs for domestic partners.
3. AEP® (Accredited Estate Planner®): Recognized expertise in estate planning, requiring advanced coursework and professional practice.
4. AIF® (Accredited Investment Fiduciary®): Demonstrates comprehensive knowledge of fiduciary practices.
5. APMA™ (Accredited Portfolio Management Advisor™): Covers client assessment, risk/return, and portfolio management.
6. AWMA℠ (Accredited Wealth Management Advisor℠): Expertise in asset management, estate planning, and investment strategies.
7. Behavioral Financial Advisor: Training in effective decision-making and relationship management in financial planning.
8. CAP® (Chartered Advisor in Philanthropy®): Helps clients with philanthropic goals.
9. CAS® (Certified Annuity Specialist): Specializes in fixed-rate and variable annuities.
10. CASL® (Chartered Advisor for Senior Living): Focuses on retirement planning for seniors.
11. CDFA® (Certified Divorce Financial Analyst): Specializes in financial issues surrounding divorce.
12. CEP® (Certified Estate Planner): Expertise in comprehensive estate planning.
13. CEPA® (Certified Exit Planning Advisor®): Trains advisors in the field of exit planning for business owners.
14. CFA® (Chartered Financial Analyst®): Advanced knowledge in investment management.
15. CFP® (CERTIFIED FINANCIAL PLANNER™): Recognized standard for personal financial planning.
16. CFS® (Certified Fund Specialist): Advanced studies in mutual funds and portfolio construction.
17. ChFC® (Chartered Financial Consultant®): Robust credential for financial planning professionals.
18. ChSNC® (Chartered Special Needs Consultant): Specializes in planning for families with special needs.
19. CIMA® (Certified Investment Management Analyst®): Expertise in asset allocation and investment policy.
20. CKA® (Certified Kingdom Advisor®): Focus on biblically wise financial advice.
21. CLTC® (Certified in Long-Term Care): Specializes in long-term care planning.
22. CLU® (Chartered Life Underwriter®): The highest designation in the life insurance profession.
Recognition:
Ameriprise Financial has earned the 2024 Hearts & Wallets Top Performer™ recognition for “Understands me and shares my values,” reflecting the firm's commitment to client-centric financial advisory services.
Whether you are planning for retirement, navigating complex estate planning, or seeking specialized advice for unique financial situations, David Dieter - Ameriprise Financial Services, Inc. offers the expertise and personalized service to help you achieve your financial goals. Visit their office on State Route 5 in Cortland, Ohio, or connect with them online to start your financial planning journey.
State Rte 5, Cortland, OH 44410, United States
Opening hours of David Dieter - Ameriprise Financial Services, Inc.
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 16:30
Saturday:
Closed
Sunday:
Closed
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