Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC
127 North Main Street, Cortland, New York 13045
About the Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. We are dedicated to providing personalized financial services to help you achieve your financial goals with confidence. As a trusted advisor, Kimberly H Cawley brings a wealth of knowledge and expertise, supported by numerous prestigious certifications that underscore a commitment to excellence in financial planning.
Kimberly holds the AAMS™ certification, which ensures adherence to a code of ethics and a comprehensive understanding of asset management tailored to individual needs. With a focus on real-world applications, Kimberly is qualified to guide you through asset allocation, investment strategies, estate planning, and more.
Specializing in domestic partnership financial planning, Kimberly is also an ADPA™ Accredited Domestic Partnership Advisor™, equipped to assist with wealth transfers, federal taxation, and retirement planning for domestic partners. This expertise is complemented by the AEP® designation, a testament to Kimberly's proficiency in estate planning.
As an Accredited Investment Fiduciary® (AIF®), Kimberly ensures that fiduciary practices are upheld, providing you with trustworthy advice. The APMA™ designation further highlights Kimberly's skill in portfolio management, focusing on risk/return assessment, investment objectives, and investor psychology.
Our services extend to high net worth clients, retirees, and small business owners, addressing complex financial needs with the AWMA℠ and Behavioral Financial Advisor certifications. Kimberly's dedication to philanthropic goals is supported by the Chartered Advisor in Philanthropy® (CAP®) designation, while expertise in annuities is guaranteed by the CAS® certification.
Whether you're planning for retirement, managing investments, or navigating estate planning, Kimberly H Cawley offers a comprehensive suite of services, backed by certifications such as the CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, and more. Our goal is to provide you with tailored financial strategies that align with your aspirations for yourself and your family.
Visit us at our Cortland office to start your journey toward financial security, guided by a professional committed to excellence and ethical practice in financial advising.
Photos of Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC
127 North Main Street, Cortland, New York 13045, United States
Opening hours of Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC
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
-
Colonial Transfer, LLC
4 Corporate Dr, Clifton Park, NY 12065, United States
-
The Provident Loan Society (Park Ave S)
346 Park Ave S, New York, NY 10010, United States
-
First Premier Home Warranty
2918 Avenue R, Brooklyn, NY 11229, United States
-
MY Agency of CNY, Inc
824 N State St, Syracuse, NY 13208, United States
-
Business Insurance
9818 4th Ave #101, Brooklyn, NY 11209, United States
-
Preferred Mutual
1 Preferred Wy, New Berlin, NY 13411, United States
-
Johnnie Walker Insurance Agency
834 NY-203, Spencertown, NY 12165, United States
-
Clear
125 Park Ave 25th Fl, New York, NY 10017, United States
-
QuickFi by Innovation Finance USA LLC
375 Woodcliff Dr Suite 1D, Fairport, NY 14450, United States
-
Liberty Tax
373 State Rte 3 Suite 2, Plattsburgh, NY 12901, United States
-
Tax Man
833 Warren St, Hudson, NY 12534, United States
-
Bucci a M
502 Union St, Hudson, NY 12534, United States
-
UHY LLP, Certified Public Accountants
1 Hudson City Centre, Hudson, NY 12534, United States
-
Karp, Ackerman, Small & Hogan CPAs PC
One Hudson City Centre Suite 1E, Hudson, NY 12534, United States
-
Shallo, Galluscio & Bianchi CPA's
21 N 7th St, Hudson, NY 12534, United States
-
Sickler Torchia Allen
4071 US-9, Hudson, NY 12534, United States
-
After Hours Bookkeeping & Admin Services
350 Fairview Ave Suite 108, Hudson, NY 12534, United States
-
Galluscio Robert CPA
21 N 7th St, Hudson, NY 12534, United States
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos