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TOP 30 Term life insurance in Miamisburg, OH
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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 10100 Innovation Drive in Miamisburg, Ohio, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides financial strategies tailored to each client's unique goals and circumstances. In addition to wealth planning advice, the advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is dedicated to client service and satisfaction, working closely with clients to understand their goals and create long-term financial strategies. Through volunteerism and charitable outreach, the branch supports the communities in which it operates, contributing to economic, social, and cultural initiatives.
Cassondra L Salazar - Financial Advisor, Ameriprise Financial Services, LLC
Cassondra L Salazar is a Financial Advisor at Ameriprise Financial Services, LLC located at 2835 Miami Village Drive in Miamisburg, Ohio, United States. Cassondra 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®, CFP®, 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®. Cassondra specializes in providing comprehensive financial planning services for individuals and small business owners, with expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and tax planning. Cassondra is committed to upholding the highest ethical standards and continuously enhancing her knowledge and skills to best serve her clients.
Karen Thompson - Financial Advisor, Ameriprise Financial Services, LLC
Karen Thompson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 10050 Innovation Drive in Miamisburg, Ohio, United States. Karen 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®, CFP®, 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®. Karen specializes in providing comprehensive financial planning services, including wealth transfers, retirement planning, estate planning, investment management, and insurance products. Her expertise and commitment to helping clients make informed financial decisions make her a trusted advisor in the finance industry.
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