Walter Sell - Associate Financial Advisor, Ameriprise Financial Services, LLC
1195 Washington Pike, Bridgeville, Pennsylvania 15017
About the Walter Sell - Associate Financial Advisor, Ameriprise Financial Services, LLC
Walter Sell - Associate Financial Advisor, Ameriprise Financial Services, LLC
Located at 1195 Washington Pike #330, Bridgeville, PA 15017, Walter Sell is an Associate Financial Advisor with Ameriprise Financial Services, LLC. Specializing in personalized financial planning and advisory services, Walter is dedicated to helping clients achieve their financial goals through a comprehensive, client-focused approach.
About the Business:
Ameriprise Financial Services is renowned for its commitment to understanding client needs and sharing their values, as evidenced by the 2024 Hearts & Wallets Top Performer™ recognition. Walter Sell leverages this client-centric philosophy, combined with his extensive credentials, to deliver tailored financial solutions.
Areas of Expertise and Credentials:
Walter Sell holds multiple certifications, each demonstrating his expertise and commitment to various aspects of financial planning:
- AAMS™ (Accredited Asset Management Specialist™): Expertise in asset allocation, investment strategies, estate planning, and insurance products.
- ADPA™ (Accredited Domestic Partnership Advisor™): Specializes in wealth transfers, federal taxation, retirement planning, and financial planning for domestic partners.
- AEP® (Accredited Estate Planner®): Advanced training in estate planning, requiring professional practice as an attorney, CPA, trust officer, or similar roles.
- AIF® (Accredited Investment Fiduciary®): Knowledge of fiduciary practices, including training and annual continuing education.
- APMA™ (Accredited Portfolio Management Advisor™): Proficiency in client assessment, risk/return analysis, and portfolio management.
- AWMA℠ (Accredited Wealth Management Advisor℠): Advanced knowledge in asset management, investment strategies, estate planning, and risk management for high net worth clients.
- Behavioral Financial Advisor: Skills in effective decision-making and client relationship management.
- CAP® (Chartered Advisor in Philanthropy®): Expertise in philanthropic planning for clients.
- CAS® (Certified Annuity Specialist®): Specialization in fixed-rate and variable annuities.
- CASL® (Chartered Advisor for Senior Living®): Training on retirement and senior living issues.
- CDFA™ (Certified Divorce Financial Analyst™): Expertise in financial issues surrounding divorce.
- CEP® (Certified Estate Planner™): Leadership in estate planning education and support.
- CEPA® (Certified Exit Planning Advisor®): Training in exit planning for business owners.
- CFA® (Chartered Financial Analyst®): Advanced investment management skills.
- CFP® (CERTIFIED FINANCIAL PLANNER™): Comprehensive personal financial planning.
- CFS® (Certified Fund Specialist®): Advanced knowledge of mutual funds and portfolio construction.
- ChFC® (Chartered Financial Consultant®): Robust financial planning credentials.
- ChSNC® (Chartered Special Needs Consultant®): Expertise in planning for families with special needs children.
- CIMA® (Certified Investment Management Analyst®): In-depth management capabilities in asset allocation and performance measurement.
- CKA® (Certified Kingdom Advisor®): Biblically wise financial advice.
- CLTC® (Certified in Long-Term Care): Specialized in long-term care planning.
- CLU® (Chartered Life Underwriter®): Highest designation in life insurance profession.
Services Offered:
Walter Sell provides a range of financial services, including but not limited to:
- Investment management and strategies
- Retirement and estate planning
- Tax planning and wealth transfers
- Insurance and risk management
- Financial planning for domestic partners
- Long-term care and senior living planning
- Philanthropic and special needs planning
How to Connect:
To explore how Walter Sell can help you achieve your financial goals, review his credentials and experience on the Ameriprise Financial website. Fill out the "Request consultation" form to schedule a meeting. Walter will reach out to discuss your needs and tailor a financial plan that aligns with your objectives.
For more information or to schedule a consultation, visit the office at 1195 Washington Pike #330, Bridgeville, PA 15017, or contact Ameriprise Financial Services, LLC directly. Walter Sell is committed to providing expert financial advice and exceptional client service.
Photos of Walter Sell - Associate Financial Advisor, Ameriprise Financial Services, LLC
1195 Washington Pike #330, Bridgeville, PA 15017, United States
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