James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC

Welcome to James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC, your trusted partner in navigating the complex world of personal finance. Located at 7672 Oswego Road, New York 13090, our firm is dedicated to providing comprehensive financial planning and advisory services tailored to meet the unique needs of each client.

At James Frash, we pride ourselves on our extensive knowledge and expertise in the financial industry, underscored by a suite of prestigious certifications and designations. Our commitment to excellence is reflected in the diverse range of qualifications held by our team, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, each representing a high standard of proficiency in various aspects of wealth management, estate planning, investment strategies, and fiduciary practices.

We specialize in delivering personalized financial advice to individuals, retirees, small business owners, and domestic partners, ensuring that your financial goals are met with precision and care. Our services encompass a broad spectrum of financial planning areas such as asset allocation, retirement planning, estate planning, tax strategies, and risk management, all designed to optimize your financial well-being.

Whether you're planning for retirement, managing your investments, or navigating the complexities of estate planning, our team is equipped with the knowledge and tools to guide you every step of the way. Our advisors are committed to adhering to a strict code of ethics, ensuring that your interests are always prioritized.

Discover the difference that professional guidance can make in your financial journey. Contact James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC today to schedule a consultation and take the first step toward achieving your financial aspirations.