Legacy preservation strategies in Roseville, California

Michael Pettit - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1430 Blue Oaks Boulevard in Roseville, California, offers a range of financial services to meet the diverse needs of individuals. Michael Pettit holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Michael Pettit provides personalized financial advice to clients, helping them navigate complex financial decisions and achieve their long-term goals. Whether you are planning for retirement, managing investments, or preparing for life changes, Michael Pettit is dedicated to providing expert guidance and support every step of the way.

Paul K Wheeler - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1420 Rocky Ridge Drive in Roseville, California, is a finance institution offering a range of services to help individuals manage their wealth effectively. Paul K Wheeler holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and comprehensive knowledge of financial planning, Paul K Wheeler is committed to providing personalized solutions to meet the unique needs of each client. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Paul K Wheeler and his team are dedicated to helping you achieve your financial goals.

Stan Leavitt - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1420 Rocky Ridge Drive, Roseville, California, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking wealth management and financial planning solutions. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the institution ensures that its advisors are well-equipped to provide expert advice on asset management, estate planning, investment strategies, retirement planning, and insurance products. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, Certified Estate Planner™, and more, to cater to specific financial planning needs of clients. Whether it's retirement planning, investment management, estate planning, or specialized financial advice for military personnel, Ameriprise Financial Services, LLC, with its team of certified professionals, is dedicated to helping clients achieve their financial goals with expertise and integrity.