Services
Financial Planning Certificate
- Item Number
- KG001
- Estimated Value
- 300 USD
- Sold
- 30 USD to CFWED
- Number of Bids
- 1 - Bid History
Item Description
The certificate entitles the bearer to apply $300 toward the first year's fee of an Ameriprise Financial Planning Service. We have been helping people meet their financial goals and dreams since 1894.
Item Special Note
The Planning process may cover an individual's current financial position and the appropriate areas of financial planning for each unique situation. These areas may include planning for life and health protection, income tax planning, investment planning, retirement planning and estate planning. The individual will receive a written analysis with recommendations to help him or her plan to meet their financial goals. AFPS is priced according to the individual's needs, goals and complexity. See the Client Disclosure brochure for more information. Ameriprise cannot guarantee future financial results. To redeem, please call Jason Dallesandro at Ameriprise Financial at 207-228-2650.
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