Legacy wealth management in Tallmadge, Ohio
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Keith Lucas - Private Wealth Advisor, Ameriprise Financial Services, LLC
Keith Lucas - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 56 Metric Drive in Tallmadge, Ohio, United States. Keith Lucas holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and real-world application of financial concepts, Keith Lucas provides personalized wealth management services to individuals, retirees, small business owners, and high net worth clients. Additionally, Keith Lucas is trained in behavioral finance, philanthropy, divorce financial analysis, exit planning, and specialized areas such as special needs planning and military financial advising. With a commitment to excellence and a comprehensive approach to financial planning, Keith Lucas is dedicated to helping clients achieve their financial goals and secure their financial future.
Edward Jones - Financial Advisor: Ken Frost, AAMS™
Edward Jones - Financial Advisor: Ken Frost, AAMS™ is a reputable finance institution located at 25 Erie Road in Tallmadge, Ohio, United States. Ken Frost, a knowledgeable and experienced financial advisor with the Accredited Asset Management Specialist (AAMS™) designation, provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ken Frost, AAMS™ is dedicated to helping individuals and families make informed financial decisions and secure their financial future.
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