Brian P. Merrick, CRPC, APMA

at 11145 Reading Rd, Cincinnati , 45241 United States

1. Bank/Financial Services

Financial Advisor, Ameriprise Financial Services, Inc.

Description

TouchPoint Wealth Partners a private wealth advisory practice of Ameriprise Financial Services, Inc. My Approach: I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals. Experience Qualifications: CRPC® Chartered Retirement Planning Counselor APMA® Accredited Portfolio Management Advisor 13 Years of Experience Education: B.A. in Economics from St. Lawrence University - Canton, New York Areas of Focus: Retirement Income Strategies Retirement Planning Strategies Executive Compensation and Benefit Strategies Employee Stock Options Investments Estate Planning Strategies Tax Planning Strategies Wealth Preservation Strategies 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 Interests: Family and Fatherhood Behavioral Finance Community Participation Carpentry Golf Boxer Rescue (the dogs not the pugilists) Reading Landscaping Football Home Renovation Community Participation: Volunteer for the Sharonville Fine Arts Center Volunteer for the Cincinnati Economic Center Member of the Sharonville Chamber of Commerce Active Member of my Neighborhood Association I am licensed and registered to conduct business in OH. Based on licenses and registrations I hold, I may also conduct business in NY, KY, MA, IN. 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

Company Rating

7 FB users likes Brian P. Merrick, CRPC, APMA, set it to 32 position in Likes Rating for Cincinnati, Ohio in Bank/Financial Service category

Summary

Brian P. Merrick, CRPC, APMA is Cincinnati based place and this enity listed in Bank/Financial Services category. Located at 11145 Reading Rd OH 45241. Contact phone number of Brian P. Merrick, CRPC, APMA: (513) 878-2480