Financial portfolio in Alexandria, Louisiana

Michael Upton is a Financial Advisor at Ameriprise Financial Services, LLC located at 207 Ansley Boulevard in Alexandria, Louisiana, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Michael Upton is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and military personnel.

Joey Bollinger is a Financial Advisor at Ameriprise Financial Services, LLC, located at 207 Ansley Boulevard in Alexandria, Louisiana, United States. Joey Bollinger holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Joey Bollinger is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, with a focus on asset management, estate planning, investment strategies, and retirement planning. Joey Bollinger is committed to upholding the highest ethical standards and staying current on industry trends and regulations to best serve clients' financial needs.

Brian Flynn - Financial Advisor at Ameriprise Financial Services, LLC, located at 207 Ansley Boulevard in Alexandria, Louisiana, is a trusted institution offering expert financial advice and services. With a focus on helping clients achieve their financial goals and secure their futures, Brian Flynn provides personalized financial planning, investment management, retirement planning, and more. With a commitment to excellence and a dedication to client satisfaction, Brian Flynn and his team at Ameriprise Financial Services, LLC are the go-to choice for individuals seeking reliable and professional financial guidance.

Modern Woodmen of America, located at 5220 Rue Verdun in Alexandria, Louisiana, is a finance and insurance agency that has been serving families and communities since 1883. As a financial representative, you can make a positive impact on your family and community by accessing a portfolio of high-quality financial products to meet your needs at all stages of life. Members trust Modern Woodmen with their financial needs and have access to fraternal member programs that benefit the community. The institution is committed to helping families throughout life by protecting them and helping communities thrive. With dedicated representatives who have the knowledge and experience of Modern Woodmen behind them, you can trust them to help you make the right financial decisions. Join Modern Woodmen and become part of a community that values relationships over sales and works together to achieve important goals.