Fergus A. Tuohy, CFP, CRPC, CDFA

at 1500 Urban Center Dr Suite 200, Birmingham , 35242 United States

1. Bank/Financial Service
2. Bank/Financial Services

Financial Advisor and Associate Manager with Ameriprise Financial Services, Inc.

Description

My Approach: I work with my clients to design a personal financial plan around their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide solutions to both everyday and long-term financial goals, and is personalized to meet the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation. Areas of Focus: Retirement Planning Strategies Investments Divorce Financial Planning Estate Planning Strategies Insurance Retirement Income Strategies Wealth Preservation Strategies Domestic Partner Planning Tax Planning Strategies Charitable Giving Education Planning Family Finances Retirement Plan Distribution I am licensed and registered to conduct business in AL. Based on licenses and registrations I hold, I may also conduct business in FL, MS, OH, CO, MA, CA, NY, GA. CA Insurance #0G25452 Qualifications: CFP® CERTIFIED FINANCIAL PLANNER™ practitioner CRPC® Chartered Retirement Planning CounselorSM Professional Associations: Financial Planning Association (Director of Government Relations) Medical Group Management Association Birmingham Collaborative Alliance International Academy of Collaborative Professionals 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. 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 Ameriprise.com/social for more important disclosures and information. .

Company Rating

292 FB users likes Fergus A. Tuohy, CFP, CRPC, CDFA, set it to 7 position in Likes Rating for Birmingham, Alabama in Bank/Financial Service category

Summary

Fergus A. Tuohy, CFP, CRPC, CDFA is Birmingham based place and this enity listed in Bank/Financial Services category. Located at 1500 Urban Center Dr Suite 200 AL 35242. Contact phone number of Fergus A. Tuohy, CFP, CRPC, CDFA: (205) 909-3111