Business Profile for Leander, Texas
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| Business name: | Ameriprise Financial Services, Inc. Stephen Carter | |
| Address: | 921 W. New Hope Dr. Suite 204 Leander, Texas 78613 |
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| Phone number: | 512-986-5569 | |
| Fax number: | 512-986-5798 | |
| Business hours: | 9am - 5pm Monday - Friday | |
| Year established: | 2003 | |
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| Category: | Financial | |
| Description: | My role is to facilitate the development of a client's financial values, goals and vision. I help clients to envision what they want financial success to mean both during their lifetime and afterward. I then help develop a customized financial plan that addresses multi-generational planning as well as day-to-day needs. By understanding your goals, dreams and values, I can help you make financial and investment decisions that align with your values and help you achieve your goals. Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours. Areas of Focus Family Planning/Family Changes Retirement Planning Strategies Protection and Insurance Estate Planning Strategies Charitable Giving Saving for Education Asset Allocation Employee Stock Options General Financial Planning Income Tax Planning Strategies Domestic Partner Planning Investment Advice Small Business Professional Associations Financial Planning Association Qualifications CERTIFIED FINANCIAL PLANNER™ practitioner Certified Estate Planner™ CRPC® AAMS® CMFC® MBA Office Hours Monday: 9:00 a.m. - 5:00 p.m., or By Appointment Tuesday: 9:00 a.m. - 5:00 p.m., or By Appointment Wednesday: 9:00 a.m. - 5:00 p.m., or By Appointment Thursday: 9:00 a.m. - 5:00 p.m., or By Appointment Friday: 9:00 a.m. - 5:00 p.m., or By Appointment Saturday: By Appointment Sunday: Closed I am licensed and registered to conduct business in TX. Based on licenses and registrations I hold, I may also conduct certain business in CA, NE, AK, CO, FL, IN, LA, MI, NC, NY, OK, VA, WI, WY Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. | |
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| Last update: | 2009-07-01 | |
| Visits: | 175 |
