Ameriprise Financial Advisors

Richard Steinberg is a financial advisor based in Greenwood Village, Colorado, offering personalized financial advice to help clients achieve their financial goals. With a diverse array of qualifications, including CFP, AIF, and CFA designations, he is equipped to provide comprehensive financial planning, investment strategies, and estate planning services. His advisory services extend to wealth management, retirement planning, and specialized education in areas such as domestic partnerships and divorce financial analysis. Richard's team emphasizes a client-centered approach, ensuring tailored financial strategies that consider individual circumstances and aspirations. Generated from the website

Nicholas Anderson - Ameriprise Financial Services, located in Greenwood Village, CO, offers personalized financial advice aimed at helping clients achieve their financial goals. With a network of over 10,000 advisors, Ameriprise provides tailored recommendations, regular meetings to review progress, and access to digital tools for effective financial management. The team at Ameriprise emphasizes understanding clients' individual needs and values, ensuring that their financial strategies are aligned with personal objectives. Advisors hold various qualifications, including AAMS, ADPA, AEP, AIF, APMA, and AWMA designations, reflecting their expertise in areas such as investment strategies, estate planning, and retirement planning. Generated from the website

Investment Management Associates (IMA) is an investment firm based in Greenwood Village, CO, that specializes in low-risk value investing for long-term growth. Built on the principles of Benjamin Graham and Warren Buffett, IMA offers a unique twist to their investment approach, creating all-terrain portfolios designed to navigate through any financial terrain. With a research-based stock selection process and full transparency, IMA provides a custom-tailored portfolio and client experience, ensuring each client's personal investments are managed to maximize long-term growth while minimizing risk. With a direct line of communication to decision makers and a commitment to no conflicts of interest, IMA aims to provide a client-centric approach to investing. The firm's managers, including Vitaliy and Michael, have their own assets invested in the same stocks as their clients, emphasizing their belief in IMA's methodology. With a focus on building a strong client relationship and delivering thoughtful and timely communication, IMA strives to create a stress-free investment experience where clients can trust in the firm's expertise and dedication to their best interests.Generated from the website