Edward Robert

Ameriprise Financial Advisors in Concord, CA, is committed to helping clients achieve their financial goals through personalized advice tailored to individual needs. With over 10,000 advisors nationwide, they offer guidance that covers a range of specializations, ensuring clients receive a diversified portfolio and strategies to navigate financial uncertainties. The firm prides itself on fostering a connection with clients, providing regular meetings to review progress and utilizing digital tools for easy access to investments. Ameriprise Financial is recognized for its commitment to understanding clients and sharing their values, emphasizing a dedicated approach to financial planning and investment management. Generated from the website

Fitzgerald Insurance Service, part of Capitas Financial, is a life insurance brokerage firm that operates at both national and local levels, offering a superior portfolio of insurance products and services tailored for ultra-high-net-worth clients. Through a collaboration of local and national resources, they provide creative solutions and advanced financial and insurance-based planning strategies to meet specific client needs. The firm partners with respected financial institutions to enhance service capabilities and revenue potential, ensuring a comprehensive approach to client relationships. Additionally, Capitas Financial has achieved a System Organization Control (SOC) certification, reflecting its commitment to cybersecurity and operational excellence. Generated from the website