Greg Keil - Financial Advisor, Ameriprise Financial Services, LLC 220 West Plum Street, Edinboro, PA 16412

At Greg Keil - Financial Advisor, Ameriprise Financial Services, LLC, we are dedicated to helping you achieve your financial goals with a tailored approach that aligns with your unique needs. Located conveniently in Edinboro, PA, our office is your local gateway to a comprehensive range of financial planning and advisory services.

Our Expertise:

Each Ameriprise advisor, including Greg Keil, brings specialized experience and credentials to the table, ensuring that you receive advice and strategies that are best suited to your financial aspirations. Greg Keil is equipped with a diverse array of certifications that demonstrate his commitment to excellence and his ability to handle complex financial scenarios:

- AAMS™ (Accredited Asset Management Specialist™)

- ADPA™ (Accredited Domestic Partnership Advisor™)

- AEP® (Accredited Estate Planner®)

- AIF® (Accredited Investment Fiduciary®)

- APMA™ (Accredited Portfolio Management Advisor™)

- AWMA℠ (Accredited Wealth Management Advisor℠)

- Behavioral Financial Advisor

- CAP® (Chartered Advisor in Philanthropy®)

- CAS® (Certified Annuity Specialist®)

- CASL® (Chartered Advisor for Senior Living®)

- CDFA® (Certified Divorce Financial Analyst®)

- CEP® (Certified Estate Planner™)

- CEPA® (Certified Exit Planning Advisor®)

- CFA® (Chartered Financial Analyst®)

- CFP® (CERTIFIED FINANCIAL PLANNER™)

- CFS® (Certified Fund Specialist®)

- ChFC® (Chartered Financial Consultant®)

- ChSNC® (Chartered Special Needs Consultant®)

- CIMA® (Certified Investment Management Analyst®)

- CKA® (Certified Kingdom Advisor®)

- CLTC® (Certified in Long-Term Care)

- CLU® (Chartered Life Underwriter®)

Our Approach:

1. Personalized Consultation: Begin your journey by filling out the “Request consultation” form. Greg Keil will reach out to you to schedule a meeting where you can discuss your financial goals and aspirations.

2. In-Depth Analysis: Greg will review your financial situation thoroughly, leveraging his extensive credentials and expertise to craft a strategy that suits your needs.

3. Tailored Financial Plan: Receive a customized financial plan designed to help you navigate through various life stages, ensuring a secure and prosperous financial future.

Recognition:

Ameriprise Financial has been honored with the 2024 Hearts & Wallets Top Performer™ recognition in “Understands me and shares my values.” This accolade underscores our commitment to building strong, value-driven relationships with our clients.

Why Choose Us:

- Expertise: Greg Keil’s extensive qualifications ensure that you receive knowledgeable and trustworthy advice.

- Personalized Service: We prioritize understanding your unique financial situation and goals.

- Comprehensive Planning: From investment strategies to estate planning and retirement solutions, we cover all aspects of financial management.

Visit us at our Edinboro office or contact us today to start planning for a financially secure future with Greg Keil - Financial Advisor, Ameriprise Financial Services, LLC. Your financial well-being is our priority.