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Richard Bertuola - Ameriprise Financial Services, Inc.

(570) 929-2937 8 W Blaine St, Mc Adoo, PA 18237 M-F 9am-5pm, Sa-Su Closed Official site

Categories: Loans, Financial Planning

The Details

The advisor listed is an Ameriprise financial advisor in McAdoo. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Ameriprise financial advisors have extensive experience helpingclients like you deal with the complexities of wealth. We work closely with youto explore the full range of opportunities your wealth can bring, advise you onstrategies for harnessing its potential and recommend ways to protect what ismost important to you. The Seasons ofAdvice®approach is designed to help make managing your financiallife easier and more rewarding, while fully re-evaluating your plan each year. Seasons of Advice®focuses on the following fourseasons: Goal Tracking Season - Weexamine your progress, re-evaluate assumptions and possibly re-set goals andpriorities for the year. Asset Allocation Season -Incorporating the criteria established in the goal tracking we examine risktolerance, investment time frame and create an investment strategy for the nexttwelve months. Family, Security and Cash Flow Review Season- Cash flow is revisited and there is a complete review of estateplanning strategies, beneficiary designations and employee benefits, includingthe annual insurance reviews. Tax Planning Season - We evaluate yourinvestments and provide tax-wise recommendations, plus we can coordinate withyour accountant to help you make informed decisions about your investmentsduring the next tax season.

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