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TOP 30 Ameriprise wealth management in Spokane, WA
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Ameriprise Financial
Ameriprise Financial, located at 16201 East Indiana Avenue in Spokane Valley, Washington, is a finance institution that offers personalized financial advice to help clients reach their financial goals. Named the overall winner in the wealth manager category in 2023 by the Kiplinger Readers' Choice Awards, Ameriprise prides itself on putting clients and their goals at the center of everything they do. With a comprehensive approach that helps clients feel more confident, Ameriprise sets itself apart from other financial firms. Clients can receive an initial complimentary consultation to discover what they might be missing with their current financial advisor. With a focus on protecting personal information and providing goal-based advice, Ameriprise is committed to helping clients work towards their dreams and goals. To learn more about the background and qualifications of Ameriprise advisors, clients can visit FINRA's BrokerCheck website.
Michael Mastor - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael Mastor - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2019 East 29th Avenue, Spokane, Washington, United States, is a finance institution offering a wide range of services to meet the individual needs of clients. The institution boasts a team of professionals with various certifications and designations, 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 expertise in areas such as asset management, estate planning, retirement planning, investment analysis, and more. The institution is committed to providing top-quality financial advice and planning services to clients, ensuring their financial goals are met effectively and efficiently.
Kasey Turnbull - Financial Advisor, Ameriprise Financial Services, LLC
Kasey Turnbull is a financial advisor at Ameriprise Financial Services, LLC, located at 104 South Freya Street, Spokane, Washington, United States. With a focus on individual goals such as retirement planning, education savings, and major purchases, Kasey provides personalized investment recommendations based on risk tolerance. Regular meetings are held to review progress and adjust strategies as needed. Clients can access their accounts and track progress online securely. Interested individuals can schedule a complimentary initial consultation to learn more about Kasey's services. Ameriprise also offers lending solutions for home purchases, renovations, and cash flow management. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Kasey Turnbull is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Privacy and security are a top priority for Ameriprise, with safeguards in place to protect client information. Contact Kasey Turnbull today to start planning for a more confident financial future.
Kelly Stanicar - Financial Advisor, Ameriprise Financial Services, LLC
Kelly Stanicar is a Financial Advisor at Ameriprise Financial Services, LLC located at 1131 East Westview Court, Spokane, Washington, United States. Kelly 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Kelly offers a wide range of financial services including asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethics and expertise in various areas of finance, Kelly Stanicar is dedicated to providing comprehensive financial planning services for individuals and families in Spokane and beyond.
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