Risk tolerance analysis in Kalamazoo, Michigan

Miedema & Associates - Ameriprise Financial Services, LLC is a finance institution located at 5991 Venture Park Drive, Kalamazoo, Michigan, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, we prioritize your individual goals, whether it be retirement, education, or a major purchase. Our team provides investment recommendations based on your risk tolerance, regularly reviews your progress, and adjusts your approach as life changes. You can easily access your investments and track your progress online, and schedule a complimentary initial consultation to get started. Backed by the Ameriprise Investment Research Group, we provide guidance on market conditions and their impact on investments. Our financial advisors are registered in specific U.S. states and adhere to strict regulations. Contact us to discuss your financial goals and learn more about how we can help you achieve them.

Kelly Odean, a financial advisor at Ameriprise Financial Services, LLC, located at 151 South Rose Street in Kalamazoo, Michigan, offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as life changes, Kelly helps clients track their financial goals and investments securely from any device. Schedule a complimentary initial consultation to discuss retirement planning, education savings, major purchases, and more. Kelly Odean is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results, but strives to help clients achieve their financial goals. Member FINRA and SIPC. Contact Kelly Odean for more information or to refer friends and family members for financial planning assistance.

David Foster - Financial Advisor, Ameriprise Financial Services, LLC, located at 433 East Michigan Avenue, Kalamazoo, Michigan, United States, is a finance institution dedicated to helping individuals get closer to their retirement goals. By answering specific questions tailored to your life stage, David Foster provides investment, asset allocation, and portfolio recommendations based on your goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track your financial journey. With secure online access to your accounts, you can easily monitor your progress towards your goals. To learn more about how David Foster can assist you in achieving financial success, schedule a complimentary initial consultation. Additionally, gain insights into the current stock market trends and the potential for the bull market rally to continue.