Ameriprise Financial - Samantha Elizabeth Coates

Sara E. Green is a financial advisor based in Crown Point, IN, affiliated with Ameriprise Financial. She holds multiple prestigious designations, including Accredited Asset Management Specialist (AAMS), Accredited Domestic Partnership Advisor (ADPA), and Certified Financial Planner (CFP), showcasing her extensive expertise in various areas of financial planning and investment management. With a commitment to ethical practices and a comprehensive understanding of asset management, Sara E. Green provides personalized financial advice tailored to help clients achieve their financial goals. Her qualifications also include specialized training in estate planning, retirement strategies, and wealth management, ensuring a well-rounded approach to financial advisory services. Generated from the website

Edward Jones Investments - Colton J Hill in Crown Point, IN, is led by financial advisor Colton J Hill, offering a range of services to clients. Specializing in wealth strategies, estate and legacy planning, retirement income strategies, and more, the team is dedicated to providing personalized financial guidance. With certifications like CFP® and CPWA®, Edward Jones Investments emphasizes comprehensive financial planning tailored to individual needs. The team's diverse expertise extends to intergenerational planning, charitable giving, and insurance solutions, ensuring a holistic approach to financial well-being. Generated from the website content