Sean Michael Pearson, CFP, CLU, MBA
161 Washington St, Ste 1300
Montgomery,
Pennsylvania,United-states - 19428
Detailed description is Financial Advisor, Ameriprise Financial Services, Inc.Associate Vice President My Approach.
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I am passionate about working with clients to help them meet their financial needs and plan for the future.
I will look at your entire financial picture, including cash reserves and debt management, investments, protection and taxes.
I also ask the right questions and listen closely to your answers.
That way, you can feel confident that the advice I provide reflects your personal dreams and goals.
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Areas of Focus.
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Investments.
Insurance.
Retirement Income Strategies.
Retirement Planning Strategies.
Family Finances.
Estate Planning Strategies.
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Qualifications.
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CFP® CERTIFIED FINANCIAL PLANNER™ practitioner.
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Working Together.
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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.
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· 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.
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What to bring.
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· 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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Licensing Information.
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I am licensed and registered to conduct business in PA..
Based on licenses and registrations I hold, I may also conduct business in DE, CT, VA, NY, NJ, CA, MT, FL, IL, WV, SC..
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Community Participation.
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Pennsylvania Air National Guard http://www.111fw.ang.af.mil/.
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Since 1997, I've been a member of the Pennsylvania Air National Guard.
During my first 12 years, I was an enlisted Aircraft Armament System Specialist, working primarily on the weapon systems on the A-10A Thunderbolt II (aka the Warthog).
During that time I deployed overseas three times in support of Operation Southern Watch and Operation Iraqi Freedom.
In 2009 I received my commission.
Currently I am serving as the Wing Public Affairs Officer where I manage communications within the wing and between the wing and the community..
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Education.
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· MBA--Finance, Temple-Fox School of Business Philadelphia, PA, 2010.
· BS--Business Communications, Chestnut Hill College, Philadelphia, PA, 2003.
· Defense Information School--Public Affairs Leadership, Ft.
Meade, MD, 2012.
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Professional Associations.
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· Financial Planning Association.
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Interests.
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When I am not at work at Ameriprise Financial or the Air National Guard, my favorite activities include skiing, golf and watching Philadelphia sports.
Most of my interests are activities I was able to do with my dad growing up.
Now I am able to share these activities with my family as well..
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Disclosure .
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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.
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.
Established in the recent years Sean Michael Pearson, CFP, CLU, MBA in montgomery , pennsylvania 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].
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Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
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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.