Review Joel L. Bird Cfp, Crpc, Apma, Cltc In burleigh, north-dakota, united-states | Finance In Burleigh
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Joel L. Bird Cfp, Crpc, Apma, Cltc
505 E Main Ave, Ste 100
Burleigh,
North-dakota,United-states - 58501
Detailed description is Private Wealth Advisor .
Business Financial Advisor .
President.
Legacy Financial Partners .
A Financial Advisory Practice of Ameriprise Financial Services, Inc.
17 Years of Experience.
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My Approach.
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Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all.
That’s where I can help.
I'll take the time to listen to you and understand your goals and dreams.
I'll help you build a plan to get back on track toward reaching them.
Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals.
Together, we can bring your dreams more within reach..
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Areas of Focus.
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Retirement Planning Strategies.
Tax Planning Strategies.
Estate Planning Strategies.
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Areas of Focus.
Retirement Planning Strategies.
Tax Planning Strategies.
Estate Planning Strategies.
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Working Together.
Meeting with an Ameriprise financial advisor is an important first step.
It's an opportunity to get to know an advisor and share your goals and dreams.
You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal..
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Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies.
While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together..
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What to expect .
Professional help in clarifying your financial goals and priorities.
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives.
Accurate information about our tailored solutions, including risks, benefits and costs.
What to bring.
A list of any questions you have regarding your current financial situation.
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention.
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals.
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Interests.
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Spending time with my family and friends .
Helping people to develop and achieve their dreams .
My hobbies include sports and outdoor activities .
Volunteering .
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Community Participation.
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Big Brothers Big Sisters of Bismarck Mandan-President/Board Member .
Good Shepherd Lutheran Church - Endowment Council Member, Sunday School Teacher & Past Board Member.
Bismarck-Mandan Leadership Alumni Association - Member & Past Board Member .
Youth Softball Coach - BYFSA .
Youth Basketball Coach - YMCA and Bismarck Park & Rec.
Junior Achievement and Ethics Day Volunteer.
Jump Start Real World Camp Volunteer.
Dakota Stage - Past Board Member .
Bismarck-Mandan Big Brothers Big Sisters .
Good Shepherd Lutheran Church .
Leadership Bismarck-Mandan Alumni Association.
Bismarck-Mandan Chamber of Commerce.
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Experience.
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Awards & Recognition.
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Selected as ND Business Watch "40 under 40" for 2010.
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Qualifications.
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CFP® CERTIFIED FINANCIAL PLANNER™ practitioner.
Chartered Retirement Planning Counselor CRPC .
Bachelor of Accountancy University of North Dakota .
Series 7 License.
Series 66 License.
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Education.
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Bachelor of Accountancy University of North Dakota 1999.
Chartered Retirement Planning Counselor College for Financial Planning 2004.
Certified Financial Planner College for Financial Planning 2011.
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Professional Associations.
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Bismarck-Mandan Young Professional Network .
Bismarck-Mandan Chamber of Commerce .
Bismarck-Mandan Leadership Program 2008 .
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CA Insurance #0K17417.
AR License #5742870.
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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..
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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..
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Please visit www.ameriprise.com/social for more important disclosures and information.
Established in the recent years joel l.
bird cfp, crpc, apma, cltc in burleigh , north-dakota in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this joel l.
bird cfp, crpc, apma, cltc is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
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.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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Frequently Asked Questions About This Location