The Chandler Group

at 1420 Rocky Ridge Dr Suite 200, Roseville , 95661 United States

1. Financial Services

A financial advisory practice of Ameriprise Financial Services, Inc

Description

Thomas Chandler, CFP®, CIMA® Financial Advisor, Managing Director at Ameriprise Financial Services, Inc. CA insurance #0821683 "For tomorrow belongs to the people who prepare for it today." -African Proverb The retirement picture has changed. Chances are you'll live longer and will have more opportunities to pursue your passions and interests. But you may also face some important questions: Will your money last throughout your lifetime? Will you have enough to live the life you want? How confident are you feeling about the future? To find answers and make the most of your retirement journey, I believe it's important to have a financial plan in place and someone who can help you along the way. That's exactly what I do using our exclusive Confident Retirement® approach. I'll get to know you, your goals and dreams for retirement, and help you identify steps to plan for a future on your terms. My passion is clear. My career in finance and investments began in 1993 when I witnessed a close family member suffer the consequences of inadequate retirement planning. Since then, I have made it my mission to help others avoid the same mistakes. As a Financial Advisor with Certified Investment Management Analyst®and CERTIFIED FINANCIAL PLANNER™certifications, I cherish the opportunity to develop a meaningful relationship with each client to help me fully evaluate their unique objectives. With a personally tailored touch, each client receives professional advice, customized to their specific needs. Areas of Focus Retirement Planning Strategies Retirement Plan Distribution Wealth Preservation Strategies Investments Retirement Income Strategies IRA Rollover Tax Planning Strategies “If one advances confidently in the direction of one’s dreams, and endeavors to live the life which one has imagined, one will meet with a success unexpected in common hours.” -Henry David Thoreau I focus on helping a select group of business owners, professionals, families, and retirees address the unique financial challenges they face. My team can work closely with your other professional advisors to have collaborative discussions to help you build, manage, protect and transition your wealth while considering possible tax implications. We can help you pursue your goals, and simplify your financial life so you can focus on the things that are important to you. We do that by helping you create, implement and refine customized solutions that encompass and unify our clients’ financial and lifestyle objectives. 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: 09:00- 17:00
• Tuesdays: 09:00- 17:00
• Wednesdays: 09:00- 17:00
• Thursdays: 09:00- 17:00
• Fridays: 09:00- 14:00

Company Rating

59 FB users likes The Chandler Group, set it to 3 position in Likes Rating for Roseville, United States in Bank/Financial Service category

Summary

The Chandler Group is Roseville based place and this enity listed in Financial Services category. Located at 1420 Rocky Ridge Dr Suite 200 CA 95661. Contact phone number of The Chandler Group: (916) 789-9393