Ameriprise Financial, Craig Fertenbaugh

Company Description:

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

Areas of focus:

Wealth Preservation Strategies
Tax Planning Strategies
Investment Management
Retirement Planning Strategies
Retirement Income Strategies
Estate Planning Strategies
Charitable Giving
Insurance
Family Finances

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