TOP 30 Investment management strategies in Chardon, Ohio

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Pat Cunnane is a financial advisor at Ameriprise Financial Services, LLC located at 113 North Hambden Street in Chardon, Ohio, United States. Pat holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Pat is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Additionally, Pat is a Certified Divorce Financial Analyst and a Certified Exit Planning Advisor, showcasing his commitment to helping clients navigate complex financial situations. With a focus on ethical practices and comprehensive financial planning, Pat Cunnane is a trusted advisor for all your financial needs.

Jennifer Hope is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 113 North Hambden Street in Chardon, Ohio, United States. She is part of Fidant Wealth Partners, recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. Jennifer offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. She helps clients track their progress, adjust strategies as life changes, and achieve their financial objectives. Clients can access their accounts and track their progress securely from any device. If you are interested in learning more about how Jennifer can help you, schedule a complimentary initial consultation. Ameriprise Financial Services, LLC offers investment products and services, and securities are offered through the company. Jennifer may conduct securities business only in states where she is registered. Ameriprise Financial cannot guarantee future financial results. Feel free to refer friends or family members to Jennifer for assistance with their financial goals. Please visit the website for important disclosures, privacy and security information, and to learn more about protecting against email fraud.

Fidant Wealth Partners, a branch of Ameriprise Financial Services, LLC, is a premier financial advisory firm located in the heart of Chardon, Ohio. Our dedicated team of financial advisors is committed to helping you achieve your financial goals through personalized financial planning and investment strategies. As registered advisors, we operate under the strict regulations of FINRA and SIPC, ensuring your investments are handled with the utmost care and integrity.