TOP 30 Estate planning advisor in Fremont, Nebraska

5 results found

Christopher Sullivan is a Financial Advisor at Ameriprise Financial Services, LLC located at 509 North D Street, Fremont, Nebraska, 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various aspects of financial planning and asset management. Christopher Sullivan is dedicated to providing comprehensive financial solutions to individuals, retirees, small business owners, high net worth clients, and seniors. His commitment to ethical practices and continuing education ensures that he can help clients make informed decisions and achieve their financial goals.

Rick Havenridge is a Financial Advisor at Ameriprise Financial Services, LLC located at 1350 North Bell Street, Fremont, Nebraska, United States. Rick holds various certifications including 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 Rick's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, military financial advising, and more. Rick is dedicated to providing comprehensive and personalized financial advice to clients, helping them achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Justin M Jelkin is a reputable finance institution located at 124 East 6th Street in Fremont, Nebraska, United States. With a focus on personalized financial planning and investment strategies, Justin M Jelkin and his team provide expert guidance and support to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones is committed to providing tailored solutions to meet your individual needs. Visit their office today to start planning for a secure financial future.

Craig Jones is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1350 North Bell Street in Fremont, Nebraska, United States. Craig holds multiple 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 providing personalized financial advice, Craig is dedicated to helping individuals achieve their financial goals and secure their financial future. Whether you are a retiree, small business owner, or high net worth client, Craig Jones has the knowledge and experience to guide you through complex financial decisions and help you make informed choices for your financial well-being.

Seth Rhodes - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1350 North Bell Street in Fremont, Nebraska, United States. The institution offers a wide range of certifications and designations for financial advisors, including 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 cover various aspects of financial planning, asset management, estate planning, retirement planning, investment management, and more. Seth Rhodes - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those with specialized financial needs, such as military personnel and families with children with special needs.