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When you partner with The State Wealth Financial Advisor Team, you can gain more confidence in your financial situation, because you have a true financial partner at your side. Having that trust and shared vision makes all the difference in getting you on the right path to pursue your financial goals.
d.richardson@ampf.com
Phone: (989) 865-9945
Text: (810) 339-8191
Fax: (810) 714-3963
The State Wealth Advisors, is a financial advisory practice of Ameriprise Financial Services, LLC.
About Ameriprise Financial
As a longstanding leader in financial planning and advice, Ameriprise Financial helps clients navigate the present without losing sight of the future.
Ameriprise Financial has remained true to its vision of putting its clients’ interests first for 130 years. Ameriprise Financial and its subsidiaries serve more than 2 million individual, business and institutional clients1, with more than $1.2 trillion in assets under management and administration2.
View the Ameriprise FINRA BrokerCheck listing.
1 Company Report
2 Ameriprise Financial Q1 2024 Earnings Release.
We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Not FDIC or NCUA Insured
No Financial Institution Guarantee
May Lose Value
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
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, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
*Based upon number of approved loans for the SBA fiscal years ending September 30, 2020, 2021, 2022 & 2023. Subject to credit approval.
© 2021 The State Bank, Fenton, Michigan. All Rights Reserved
