Review Will Rogers, ChFC, CFP In columbia, georgia, united-states | Finance In Columbia
Only 50% People Answered Yes For the Poll
1 Votes
1 Votes
Will Rogers, ChFC, CFP
601 N Belair Sq, Ste 29
Columbia,
Georgia,United-states - 30809
Detailed description is Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner An Ameriprise Platinum Financial Services Practice Ameriprise Financial Services, Inc .
.
My Approach:.
I’m passionate about financial planning.
At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers.
Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices.
I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change.
My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.
.
.
Areas of Focus:.
Wealth Preservation .
Strategies Retirement .
Income Strategies .
Tax Planning Strategies .
Estate Planning Strategies .
Saving for Education .
Charitable Giving .
Retirement Planning Strategies .
.
Interests: .
The entire family travels north when school is out to spend summers with family at our cabin in Wisconsin.
.
.
Lake time is my favorite: .
I enjoy kayaking, waterskiing, "flying a hull" on Hobie Cat sailboats, as well as teaching people how to windsurf.
We take regular trips with my family to Montana and Alaska.
.
Volleyball - as a parent in the bleachers watching both Katie and Ashley play.
.
Hunting with William.
.
.
Community Participation: .
I have been working to feed the hungry in our area for over 10 years - and have enjoyed being an Executive Board Member of Golden Harvest Food Bank in the past.
With rising fuel and food prices the need that I see is even more stark, and I enjoy making a significant difference for people in real need of help.
.
-------------------------------------------------------------------------------- .
23 Years of Experience .
100 Client Satisfaction Score .
.
Qualifications: .
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner ChFC® Chartered Financial Consultant Member, Financial Planning Association DALBAR Rated Financial Professional Senior Financial Advisor Bachelor of Arts Degree .
-------------------------------------------------------------------------------- .
.
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.
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.
.
.
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..
-------------------------------------------------------------------------------- .
Ameriprise Platinum Financial Services® Advisors Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals.
They hold industry recognized financial planning credentials and maintain a high level of client satisfaction.
They recognize that as a client’s assets grow, their finances become more complex and require greater attention and expertise.
Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.
Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.
I am licensed and registered to conduct business in GA.
Based on licenses and registrations I hold, I may also conduct business in KY, MT, WI, NV, NY, CA, FL, ID, MD, NC, SC, IA, TN, MA, MN, AR, CO.
.
.
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 Ameriprise.com/social for more important disclosures and information.
Established in the recent years Will Rogers, ChFC, CFP in columbia , georgia 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 Will Rogers, ChFC, CFP 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.
Keywords List :
Finance in united statesFinance in georgiaFinance in columbiaFinance in 30809Finance company in united statesFinance company in georgiaFinance company in columbiaInsurance broker in united statesInsurance broker in georgiaInsurance broker in columbiaInsurance broker in 30809Will rogersChfc cfpWill rogers
Frequently Asked Questions About This Location