Scott Custis - Financial Advisor, Ameriprise Financial Services, LLC 740 Centre View Boulevard, Crestview Hills, KY 41017

Scott Custis - Financial Advisor, Ameriprise Financial Services, LLC

Welcome to Scott Custis - Financial Advisor, a trusted partner in financial planning and wealth management, located at 740 Centre View Boulevard, Crestview Hills, Kentucky. With a commitment to delivering personalized financial strategies, Scott Custis offers a comprehensive suite of services to meet the diverse needs of individuals, retirees, and small business owners.

At Scott Custis - Financial Advisor, we pride ourselves on a deep understanding of financial concepts and real-world applications. Our team holds a variety of prestigious certifications, including:

- Accredited Asset Management Specialist™ (AAMS™): Expertise in asset allocation, investment strategies, and estate planning.

- Accredited Domestic Partnership Advisor™ (ADPA™): Specialized knowledge in wealth transfers, taxation, and end-of-life planning for domestic partners.

- Accredited Investment Fiduciary® (AIF®): Commitment to fiduciary excellence and ethical practices.

- Accredited Portfolio Management Advisor™ (APMA™): Advanced skills in portfolio construction and investor psychology.

- Chartered Advisor in Philanthropy® (CAP®): Guidance in philanthropic planning to fulfill personal and family aspirations.

- Chartered Financial Analyst® (CFA®): Expertise in investment analysis and portfolio management.

- CERTIFIED FINANCIAL PLANNER™ (CFP®): Comprehensive financial planning services, including retirement and estate planning.

- Chartered Financial Consultant® (ChFC®): In-depth financial planning capabilities.

- Certified Divorce Financial Analyst® (CDFA®): Specialized focus on the financial aspects of divorce.

- Certified Kingdom Advisor® (CKA®): Biblically-based financial advice.

- Certified Long-Term Care (CLTC): Proficiency in long-term care planning.

- Chartered Life Underwriter® (CLU®): Advanced knowledge in life insurance and estate planning.

Our team is dedicated to empowering clients with the knowledge and tools necessary for financial success. Whether you're planning for retirement, managing investments, or seeking guidance on estate planning, Scott Custis is here to help you achieve your financial goals with integrity and expertise.

Visit us at our Crestview Hills office or contact us to schedule a consultation. Discover how Scott Custis - Financial Advisor can provide you with the financial confidence and clarity you need for a secure future.