Frank Mindicino - Financial Advisor, Ameriprise Financial Services, LLC 54 Buhl Boulevard, Sharon, PA 16146
About the Business
Frank Mindicino - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory practice located at 54 Buhl Blvd, Sharon, PA 16146, United States. As a reputable entity in the finance industry, Frank Mindicino offers a comprehensive suite of financial planning and advisory services, tailored to meet the diverse needs of individuals, retirees, small business owners, and domestic partners.
Frank Mindicino holds multiple prestigious certifications and designations that underscore his expertise and commitment to providing high-quality financial advice. These include the Accredited Asset Management Specialist™ (AAMS™), which requires rigorous coursework and adherence to a code of ethics, focusing on real-world asset management and investment strategies. The Accredited Domestic Partnership Advisor™ (ADPA™) certification highlights his proficiency in wealth transfers, federal taxation, and planning for financial and end-of-life needs for domestic partners.
With the Accredited Estate Planner® (AEP®) designation, Frank demonstrates advanced knowledge in estate planning, having completed graduate-level courses and meeting specific professional requirements. His Accredited Investment Fiduciary® (AIF®) credential further showcases his comprehensive understanding of fiduciary practices and ethics in financial management.
Frank is also an Accredited Portfolio Management Advisor™ (APMA™), specializing in client assessment, risk management, and modern portfolio theory. The Accredited Wealth Management Advisor℠ (AWMA℠) and Behavioral Financial Advisor certifications reflect his ability to manage complex asset management needs and guide clients in making informed financial decisions.
As a Chartered Advisor in Philanthropy® (CAP®), Frank assists clients in achieving their philanthropic goals, while his expertise in annuities is certified by the Chartered Annuity Specialist® (CAS®) designation. His Chartered Advisor for Senior Living® (CASL®) credential ensures he is well-equipped to address retirement planning issues for seniors.
Frank Mindicino is dedicated to guiding clients through the intricacies of divorce financial planning as a Certified Divorce Financial Analyst and excels in estate planning as a Certified Estate Planner™. With the Certified Exit Planning Advisor® designation, he aids entrepreneurs in maximizing their business value in mergers and acquisitions.
His comprehensive knowledge in financial analysis and planning is further supported by the Chartered Financial Analyst® (CFA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) certifications. Frank is also a Certified Fund Specialist and Chartered Financial Consultant®, which affirm his expertise in mutual funds and financial planning.
Frank Mindicino is committed to serving families with special needs, veterans, and military personnel through his Chartered Special Needs Consultant and Certified Military Financial Advisor® (CFMA®) designations. His dedication to ethical financial advising, personal growth, and spiritual development is emphasized by the Certified Kingdom Advisor® designation.
Whether you need assistance with investment strategies, retirement planning, estate planning, or navigating financial complexities, Frank Mindicino offers personalized and insightful advice, backed by extensive training and a wealth of experience.
Photos
Location & Phone number
54 Buhl Blvd, Sharon, PA 16146, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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