PDF ARIZONA - Financial Planning Advice and Financial Advisors

In association with Ameriprise Financial, we are pleased to offer a Workplace Financial Planning program designed to help you make the most of your employee benefits.

Complex workplace benefits can make it difficult for employees to make informed decisions. Ameriprise Financial offers a unique, collaborative, and comprehensive approach to financial planning that can help. It will incorporate your total benefits package ? your pay, retirement and health and welfare benefits ? into your financial goals, from your child's college education to how you will reinvent yourself at retirement.

Workplace Financial Planning provides:

? Local advisors who are aware of your benefits package. ? Seminars and meetings about relevant financial topics such as the financial planning process, market volatility, college planning and

retirement planning ? $100 off the initial cost of an Ameriprise Financial Advisory Service for non-union employees, including personalized written analysis

and recommendations

The list of Ameriprise financial advisors, by state, is below. These advisors can help you plan for retirement, develop investment strategies, save for education expenses, manage your taxes more efficiently and help protect what matters most to you.

For internal questions, call 1-800-321-7960.

For questions about Ameriprise, or if your state is not listed below, send email to Janet Lee at janet.2.lee@.

ARIZONA City Scottsdale Prescott

ARKANSAS City Rogers

Advisor Kirk Kaprelian CFP?, ChFC?

Advisor Seth Murray CRPC?

Fort Smith

Ken P Siebenmorgen CFP?, CRPC?

CALIFORNIA City Fresno Tulare

Advisor Janet Martinusen, CFP?

Irvine

Mark Tolan, CFP?

Livermore

San Leandro Sacramento

Jan Lambert, CFP?, CRPC?

Scott Gailey CFP?

DELEWARE City Dover

Advisor

Joseph Amodei CFP?, CRPC?, ChFC?

FLORIDA City

Advisor

Address Vertex Wealth Advisors 14274 N Northsight Blvd, Ste 100 Scottsdale, AZ 85260

Phone 480.473.0376

Address Penney, Murray & Associates 2400 SE C St, Ste 2 Bentonville, AR 72712 Siebenmorgen and Associates 3101 Free Ferry Rd, 1st floor Fort Smith, AR 72903

Phone 479.464.5055

479.478.1000

Address Martinusen and Associates 1104 W Center Ave Visalia, CA 93291 Tolan, Tolan, Tolan & Associates 373 E Foothill Blvd, Ste 100 San Dimas, CA 91773 Canyon Wealth Management 2817 Crow Canyon Rd, Ste 206A San Ramon, CA 94583 Mt. Diablo Private Wealth Advisors 1333 N California Blvd, Ste 630 Walnut Creek, CA 94596

Phone 559.732.4955

909.394.0409

925.820.0338

925.295.1900

Address Amodei & Associates 1 Righter Parkway, Ste 250 Wilmington, DE 19803

Phone 302.656.7773

Address

Phone

E-mail karekin.g.kaprelian@

E-mail john.2.craig@ seth.c.murray@ kenneth.p.siebenmorgen@

E-mail janet.w.martinusen@

mark.p.tolan@

jan.d.lambert@ jennifer.m.buich@ scott.c.gailey@

E-mail joseph.c.amodei@

E-mail

Jacksonville

Davie Coral Gables

Tampa

GEORGIA City Atlanta Suwanee Norcross

Jim Dickert, CLU?, ChFC?, CRPC? Rich D'Augelli CFP?, CLU?, ChFC?, APMA?, RICP? Brandon Schoeppler CFA, CFP?, ChFC?, CRC?, CTFA

Advisor Kevin R O'Brien, CFP?, ChFC? Christopher Reynolds CFP?, ChFC?, CLTC?

HAWAII City Kapolei

Advisor Eric F Fujimoto CFP?, CFS?, MBA

ILLINOIS City Champaign

Chicago Northfield

Advisor

Douglas Bushue, CFP?, CPA, CFS?, APMA? Steven D. Jones, CFP?, CFS?, CRPC?, APMA?

Todd Moser, CFP?, CPWA?

MASSACHUSETTS

City

Advisor

Mansfield

Richard R Miller CFP?,

ChFC?

MICHIGAN

City

Advisor

Battle Creek Paul D Carlson CFP?,

Kendallville

ChFC?, CLU?, CRPC?,

BFA

MINNESOTA

City

Advisor

New Ulm

John Holmquist ChFC?,

APMA?

MISSOURI City Columbia Springfield

St. Louis

Advisor Paula J Dougherty CFP?, MBA, ChFC?, CLU?, CRPC?

David Richard Waynick CRPC?

NEW JERSEY City East Hanover

NEW YORK City Avon

Advisor Luidgi Faubert, CFP?, MBA, CIMA?

Advisor Nannette Nocon, CFP?, ChFC?, CIMA?, CLTC?

Buffalo

Jennifer L Krieger JD, AEP?

Lowville Walton Tarrytown

Anjani Prabhu, CFP?, ChFC?, CLU?

Coleen A Banks CFP?, MBA, APMA?

10175 Fortune Pkwy, Ste 204 Jacksonville, FL 32256 D'Augelli & Associates 101 N Federal Hwy, Ste 700 Boca Raton, FL 33432 Schoeppler and Associates 420 S Cedar Ave Tampa, FL 33606

Address 350 Town Center Ave, Ste 300 Suwanee, GA 30024 Reynolds and Associates 3790 Holcomb Bridge Rd, Ste 202 Peachtree Corners, GA 30092

Address Ho'ea Wealth Advisory Group 1585 Kapiolani Blvd Ste 1100 Honolulu, HI 96814

Address Bushue, Jones & Associates 6 Dunlap Ct Savoy, IL 61874

Moser, Kearns & Associates 18-1 E Dundee Rd, Ste 100 Barrington, IL 60010

Address 60 Walnut St, Ste 202 Wellesley, MA 02481

Address 8225 Moorsbridge Rd, Ste 103 Portage, MI 49024

Address Wealth Management Solutions 510 2nd St N New Ulm, MN 56073-1745

Address Achieve Private Wealth 1525 E Republic Rd, Ste B-115 Springfield, MO 65804 Waynick, Swinigan & Associates 622 Emerson Rd, Ste 220 St. Louis, MO 63141

Address 86 Midland Ave Montclair, NJ 07042

Address Nocon & Associates 2024 W Henrietta Rd, Ste 5k Rochester, NY 14623 Krieger Radziwon & Associates 240 Red Tail, Ste 13 Orchard Park, NY 14127 7518 S State Street Lowville, NY 13367 Banks Wealth Partners 440 Mamaroneck Ave, Ste 401 Harrison, NY 10528

904.519.0551 561.997.2223

813.253.3171

Phone 678.714.2036 770.248.2888

Phone 808.952.1241

Phone 217.352.0447

847.620.5551

Phone 617.607.3366

Phone 269.329.7359

Phone 888.356.7928

Phone 417.877.0252

314.576.2111

Phone 973.625.1120

Phone 585.475.9430

716.677.9007

315.368.0214 914.698.8100

robert.j.dickert@ richard.e.daugelli@

brandon.m.schoeppler@

E-mail kevin.r.obrien@ christopher.b.reynolds@

E-mail eric.x.fujimoto@

E-mail douglas.d.bushue@ steven.d.jones@

todd.2.moser@

E-mail richard.r.miller@

E-mail paul.d.carlson@

E-mail john.e.holmquist@

E-mail paula.j.dougherty@

david.r.waynick@

E-mail luidgi.a.faubert@

E-mail nannette.p.nocon@

jennifer.l.krieger@

anjani.x.prabhu@ coleen.a.banks@

NORTH CAROLINA

City

Advisor

Charlotte

Hogan Fulghum CFP?

Greensboro

OHIO City Coshocton

Cincinnati

OREGON City Portland

Advisor Michael Rothstein CRPC?, MBA

Bart Metzler CFP?, CRPC?, CLU?

Advisor Bill Terrill, CFP?, APMA?

PENNSYLVANIA

City

Advisor

Allentown

Stephen T Meli CFP?, CRPC?, ChFC?

Lehigh Valley Luis Rivera

Wilkes Barre Joyce Hoban, CFS,

CRPC?

RHODE ISLAND

City

Advisor

Smithfield

Richard R Miller CFP?,

ChFC?

SOUTH CAROLINA

City

Advisor

Newberry

Matthew T Perry CFP?,

APMA?

TENNESSEE City Memphis

Advisor Keith Kirk CFP?

TEXAS City Garland

Advisor Terry Doyle, CFP?

Irving

San Antonio Schertz

Charla McIntyre Fields, MBA, CRPC?

Guy Acerra, CLU?, CFP?

VIRGINIA City Richmond

Winchester

Advisor John B. Myers, CFP?, CRPC?

Carlos Viera, CRPC?

WISCONSIN City Madison Beaver Dam Wausau

Advisor Kristy L. Reed, CFP?, CRPC?, APMASM

Address Catalyst Financial Group 4500 Cameron Valley Pkwy, Ste 250 Charlotte, NC 28211

Address Rothstein & Associates 530 W Spring St, Ste 150 Columbus, OH 43215 225 Pictoria Dr, Ste 110 Cincinnati, OH 45246

Address Wealth Strategy Partners 7450 SW Beveland St, Ste 100 Portland, OR 97223

Address Richards, Meli & Associates 5100 W Tilghman St, Suite 211 Allentown, PA 18104-9102 1555 Brookside Road Wescosville, PA 18106 398 S Township Blvd Pittston Twp, PA 18640

Address 60 Walnut St, Ste 202 Wellesley, MA 02481

Address Vista Advisors 103-D Beaufort St. Chapin, SC 29036

Address Vantage Wealth Advisors 9037 Poplar Ave, Ste 102 Germantown, TN 38138

Address Doyle & Associates 2435 N Central Expy, Ste 915 Richardson, TX 75080 McIntyre Fields and Associates 1401 Precinct Line Rd Hurst, TX 76053 Acerra, Fox & Stone 1314 E Sonterra Blvd Bldg 4, Ste 401 San Antonio, TX 78258

Address Adams & Myers 1021 E Cary St, Ste 1001 Richmond, VA 23219-4051 Financial Planning Partners 3050 Chain Bridge Rd, Ste 101 Fairfax, VA 22030

Address Sky's Edge Wealth 1110 Fourier Dr, Ste 100 Madison, WI 53717

Phone 704.540.4600

E-mail hogan.m.fulghum@

Phone 614.643.1677

513.346.1738

E-mail michael.b.rothstein@ raymond.r.jones@

bart.f.metzler@

Phone 503.808.1515

E-mail william.d.terrill@

Phone 610.530.7222

E-mail stephen.t.meli@

610.391.1883 570.333.4373

lou.r.rivera@ joyce.m.hoban@

Phone 617.607.3366

E-mail richard.r.miller@

Phone 803.750.9337

E-mail matthew.t.perry@

Phone 901.312.5085

E-mail keith.d.kirk@

Phone 214.389.8500

E-mail terry.d.doyle@

817.591.8000 charla.k.mcintyre-fields @

210.582.1311

guy.m.acerra@ douglas.a.stone@

Phone 804.965.6748

E-mail john.b.myers@

703.385.5464

carlos.x.viera@ marco.x.fattorini@

Phone

E-mail

608.829.6629 kristy.l.reed@

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

? 2018 Ameriprise Financial, Inc. All rights reserved.

(08/18)

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