at 12700 Townepark Way, Suite 100, Louisville, 40243 United States
Financial Advisor at Ameriprise Financial Services, Inc.
Approach Statement: As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. Ameriprise Financial can help you achieve your financial objectives through a long-term relationship based on knowledgeable advice. We offer financial strategies, products and services – and we deliver them when, where and how you want them. It's your choice. Areas of focus: Retirement Income Strategies Education Planning Retirement Planning Strategies Retirement Plan Distribution Wealth Preservation Strategies Saving for Education Family Finances Licensing Information: I am licensed and registered to conduct business in CA. Based on licenses and registrations I hold, I may also conduct business in FL, OH, KY. CA Insurance #0F05060 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 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.
106 FB users likes Nickolus L. Stephens, set it to 27 position in Likes Rating for Louisville, Kentucky in Bank/financial services category
Ameriprise Financial turns 120 this year – and I'm proud to say I've been a part of the last 9 years. A big thank you to all of my clients for your ongoing support!
Welcome to my business page. I look forward to sharing useful articles and information as well as keeping you up to date on our business activities. Please feel free to share with your friends!
More employers are offering financial wellness programs as a way to retain employees and keep them happy and engaged. How does your workplace help you make better choices with your finances?
What’s the key to financial wellness? I believe it’s developing repeatable good habits – which can, over time, lead to a change in lifestyle. What better choices have you made in your quest for financial wellness?
Annuities can be a great way to maintain a steady cash flow during your retirement years – but there are many options to choose from. Want help figuring out if an annuity is right for you? Let’s chat.
When you want to make a large purchase, do you go ahead and buy it – or do you discuss it with your partner first?
Saving for a future event, like a vacation or home repair, is a difficult discipline for many to develop. What helps you stay on track to accomplish your financial goal?