Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC
127 North Main Street, Cortland, NY 13045
Location & Phone number
127 North Main Street, Cortland, New York 13045, United States
About the Business
Welcome to Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. We are dedicated to providing personalized financial services to help you achieve your financial goals with confidence. As a trusted advisor, Kimberly H Cawley brings a wealth of knowledge and expertise, supported by numerous prestigious certifications that underscore a commitment to excellence in financial planning.
Kimberly holds the AAMS™ certification, which ensures adherence to a code of ethics and a comprehensive understanding of asset management tailored to individual needs. With a focus on real-world applications, Kimberly is qualified to guide you through asset allocation, investment strategies, estate planning, and more.
Specializing in domestic partnership financial planning, Kimberly is also an ADPA™ Accredited Domestic Partnership Advisor™, equipped to assist with wealth transfers, federal taxation, and retirement planning for domestic partners. This expertise is complemented by the AEP® designation, a testament to Kimberly's proficiency in estate planning.
As an Accredited Investment Fiduciary® (AIF®), Kimberly ensures that fiduciary practices are upheld, providing you with trustworthy advice. The APMA™ designation further highlights Kimberly's skill in portfolio management, focusing on risk/return assessment, investment objectives, and investor psychology.
Our services extend to high net worth clients, retirees, and small business owners, addressing complex financial needs with the AWMA℠ and Behavioral Financial Advisor certifications. Kimberly's dedication to philanthropic goals is supported by the Chartered Advisor in Philanthropy® (CAP®) designation, while expertise in annuities is guaranteed by the CAS® certification.
Whether you're planning for retirement, managing investments, or navigating estate planning, Kimberly H Cawley offers a comprehensive suite of services, backed by certifications such as the CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, and more. Our goal is to provide you with tailored financial strategies that align with your aspirations for yourself and your family.
Visit us at our Cortland office to start your journey toward financial security, guided by a professional committed to excellence and ethical practice in financial advising.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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