As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
Advisors:
James F Shively, CFP??, Senior Financial Advisor
Cynthia L Shively, CFP??, Financial Advisor
David A Dieter, CFP??, Financial Advisor
Member FINRA/ SIPC. am licensed and registered to conduct business in OH.
Based on licenses and registrations I hold, I may also conduct certain business in AZ, CO, FL, KY, NC, PA, VA, WA
* Annuities
* Education
* Estate Preservation
* Financial Planning
* Insurance
* Investments
* IRA/Keogh
* Long-Term Care Planning
* Pension and Profit Sharing Plans
* Retirement
* Small Business Owners
* Tax Management Strategies