Review Cody Sims, CRPC, AAMS, AWMA - Financial Advisor & Franchise Owner In dade, georgia, united-states | Finance In Dade
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Cody Sims, CRPC, AAMS, AWMA - Financial Advisor & Franchise Owner
12415 N Main St, Ste 2
Dade,
Georgia,United-states - 30752
Detailed description is Financial Advisor .
Franchise Owner .
Ameriprise Financial Services, Inc.
21 Years of Experience.
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My Approach: As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning.
At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers.
I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term.
I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there.
I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams.
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Areas of Focus: .
Investments.
Retirement Planning Strategies.
Tax Planning Strategies.
Estate Planning Strategies.
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Qualifications: .
CRPC® Chartered Retirement Planning Counselor.
AAMS® Accredited Asset Management Specialist.
AWMA® Accredited Wealth Management .
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Advisor Experience Awards & Recognition: .
FIVE STAR Wealth Manager, 2009 & 2012-2014.
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Education:.
College For Financial Planning -- Denver, CO.
CRPC®, AAMS®, AWMA®.
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Professional Associations: Financial Planning Association .
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Interests: German Shepherd Dogs.
Regular exercise and leading a healthy lifestyle.
Being actively involved in the lives of our three children.
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Community Participation: Active supporter of Baylor School in Chattanooga, TN.
I'm a member of The Gideons International.
I'm a K-9 Trainer in the TN Valley Working Dog Association..
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I am licensed and registered to conduct business in GA.
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Based on licenses and registrations I hold, I may also conduct business in FL, IN, PA, AL, MN, NJ, KY, TN.
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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.
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This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
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Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
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