The Best Iif certification in Connecticut
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Laura Fish-Kelly - Private Wealth Advisor, Ameriprise Financial Services, LLC
Laura Fish-Kelly is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 180 Glastonbury Boulevard in Glastonbury, Connecticut, United States. Laura holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Laura specializes in providing financial advice to individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding a code of ethics and providing personalized solutions to meet the unique needs of each client. Additionally, Laura is committed to ongoing education and professional development to ensure she stays up-to-date on the latest financial trends and strategies. With Laura Fish-Kelly as your Private Wealth Advisor, you can trust that your financial future is in good hands.
Paula E Cohen - Financial Advisor, Ameriprise Financial Services, LLC
Paula E Cohen is a financial advisor at Ameriprise Financial Services, LLC located at 329 Main Street, Portland, Connecticut, United States. Paula holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, and portfolio management. Paula is also trained in behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. She is committed to providing comprehensive and specialized financial advice to individuals and families, helping them achieve their financial goals and aspirations. Contact Paula E Cohen for expert financial guidance and support.
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