Ameriprise Financial

About

Financial Advisor with Ameriprise Financial Services, Inc.

Story

Bell & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. An Ameriprise Platinum Financial Services practice

My Approach

I strongly believe that financial planning and an ongoing relationship with a financial advisor are the most valuable investments you can make. I ask targeted questions and listen to my clients' dreams and goals. Then we work together to develop appropriate and manageable plans that build on what they've already worked hard to create. These plans are reviewed regularly and adjustments are made so they continue to work well into the future.

Areas of Focus

Family Finances
Women's Financial Strategies
Charitable Giving
Saving for Education
Estate Planning Strategies
Retirement Planning Strategies
Domestic Partner Planning
Employee Stock Options

Qualifications

Series 7
Series 66
Life & Health Ins
Small Business Owner's

Community Participation

St. Luke Lutheran Church
Elks
Autism Alliance

Professional Associations

Business Network Int'l

I am licensed and registered to conduct business in MI.
Based on licenses and registrations I hold, I may also conduct business in NM, MN, VA, WI, CA, NC.
CA Insurance #0F88399

SEE IMPORTANT DISCLOSURES
Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.