Michael J Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC
About us
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Columbus, OH area, Michael J Perez will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
More info available at FINRA's BrokerCheck website
Associations | CFP, CAP, CKA |
Languages | English |
Specialties | Retirement Planning Strategies, Sustainable and Responsible Investing, Charitable Giving, Intergenerational Planning, Social Security Retirement Benefits, Estate Planning Strategies, Retirement Income Strategies, Tax Planning Strategies, Insurance, Saving for Education, Women's Financial Strategies |
Services | Tax Planning Strategies, Family Finances, Investments, Estate Planning Strategies, Insurance, Charitable Giving, Women's Financial Strategies, Retirement Income Strategies, Saving for Education, Retirement Planning Strategies |
Featured businesses
1747 Olentangy River Rd #1088, , Columbus, Ohio, 43212
(614) 802-6228
8425 Pulsar Pl Ste 450 Suite 450, Columbus, Ohio, 43240
(614) 785-5100
445 Hutchinson Ave, Suite 860, Columbus, Ohio, 43235
(380) 444-5656
7965 N High St, Columbus, Ohio, 43235
(614) 841-1881
100 E. Campus View Blvd., #250, Columbus, Ohio, 43235
(888) 394-4090