Cole Razete - Financial Advisor, Ameriprise Financial Services, LLC 6184 Muhlhauser Road, Ohio 45069,

Welcome to Cole Razete - Financial Advisor at Ameriprise Financial Services, LLC, located at 6184 Muhlhauser Road, Ohio 45069, United States. Our business is dedicated to providing exceptional financial guidance and wealth management services to individuals and businesses alike. With a commitment to ethics and excellence, we offer a comprehensive array of financial planning services tailored to meet your unique needs.

Our expertise is backed by a range of prestigious certifications that demonstrate our commitment to providing the highest level of service. Our financial advisor holds the AAMS™ certification, ensuring an in-depth understanding of asset management, investment strategies, estate planning, and more. We also specialize in providing advice to domestic partners through the ADPA™ designation, offering insights into wealth transfers, federal taxation, and retirement planning.

In addition, we are equipped with the AEP® designation, which signifies advanced training in estate planning, and the AIF® designation, highlighting our proficiency in fiduciary practices. Our APMA™ and AWMA℠ certifications further enhance our capability to manage portfolios with a strategic approach to risk and investment performance.

Our advisor is also a Behavioral Financial Advisor, skilled in helping clients make informed decisions through effective relationship management and self-awareness training. We offer specialized advice in philanthropy, retirement planning, divorce financial analysis, and exit planning, all supported by a range of certifications including CAP®, CAS®, CASL®, CDFA®, CEPA®, and many others.

Whether you're seeking guidance on investment opportunities, estate planning, or comprehensive financial strategies, Cole Razete is here to support you. Our commitment to continuous learning and adherence to a strict code of ethics ensures that we provide advice that is both knowledgeable and trustworthy. Contact us today to start planning for a financially secure future.