Ted Williams, CFP, MBA

at 30 E Roseville Rd, Suite E, Lancaster , 17601 United States

1. Financial Services
2. Bank/Financial Service

Financial Advisor at Ameriprise Financial Services, Inc

Description

My Approach Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary. Areas of Focus • Charitable Giving • Estate Planning Strategies • Retirement Planning Strategies • Small Business • Employee Stock Options • Family Finances • Saving for Education 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 I am licensed and registered to conduct business in PA. Based on licenses and registrations I hold, I may also conduct business in SC, FL, OH, WA, KS, IN, HI, IA, ID, AZ, MO, IL, ME, DE, MN, CO, NJ, TX, VA, RI, MD, GA, MI, MA, NH, KY, NY, NC, MS, TN, CT, WV, NV. 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.

Opening time

• Mondays: 08:30- 17:00
• Tuesdays: 08:30- 17:00
• Wednesdays: 08:30- 17:00
• Thursdays: 08:30- 17:00
• Fridays: 08:30- 17:00

Company Rating

92 FB users likes Ted Williams, CFP, MBA, set it to 21 position in Likes Rating for Lancaster, Pennsylvania in Bank/Financial Service category

Summary

Ted Williams, CFP, MBA is Lancaster based place and this enity listed in Financial Services category. Located at 30 E Roseville Rd, Suite E PA 17601. Contact phone number of Ted Williams, CFP, MBA: (717) 431-0522