Wayne E. Phillips, CRPC, AAMS, AWMA

at 751 W Boston Blvd, Detroit , 48202 United States

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

Financial Advisor, Chartered Retirement Planning Counselor, Ameriprise Financial Servise, Inc.

Description

My Approach 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. Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next. Areas of Focus Estate Planning Strategies Charitable Giving Family Finances Retirement Planning Strategies Saving for Education I am licensed and registered to conduct business in MI. Based on licenses and registrations I hold, I may also conduct business in PA, NJ, VA, TX, OH, TN, GA, IL, KY, IN. 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 More... .. Qualifications CRPC® Chartered Retirement Planning CounselorSM AWMA® Accredited Wealth Management Advisor CMFC® Chartered Mutual Fund CounselorSM AAMS® Accredited Asset Management SpecialistSM CRPS Chartered Retirement Plans Specialist Experience 17 Years of Experience Awards & Recognition FIVE STAR Wealth Manager1 1As part of the FIVE STAR Wealth Manager ("Program") research process all identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. (survey dates and details at: http://www.fivestarprofessional.com/wm2013researchoverview.htm). Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of all client experiences, or indicative of future performance or success. Due to industry rules, Ameriprise Financial does not solicit, and asks visitors to refrain from making, endorsements of its investment advisory services. Don‟t use this page to submit questions about your investments or customer-service issues. Instead, contact me directly. Don‟t expect a reply to your comments. Please, don‟t give investment advice or provide any client information. Keep your comments relevant and please be respectful. Ameriprise Financial wants to help you protect your privacy. While we maintain a presence on social media websites, we are not affiliated with them and we cannot control how they or other parties will use the information you share on it. In other words, it‟s up to you to read and understand the privacy policies and terms of service for each social media platform you participate in. Posts on our Facebook pages will be reviewed by Ameriprise Financial and treated according to terms of our privacy notice at www.ameriprise.com/privacy. Our pages are intended for US residents only.

Company Rating

88 FB users likes Wayne E. Phillips, CRPC, AAMS, AWMA, set it to 10 position in Likes Rating for Detroit, Michigan in Bank/Financial Service category

Summary

Wayne E. Phillips, CRPC, AAMS, AWMA is Detroit based place and this enity listed in Bank/Financial Services category. Located at 751 W Boston Blvd MI 48202. Contact phone number of Wayne E. Phillips, CRPC, AAMS, AWMA: (313) 867-2332