Carleen J Basik, AGT - Ameriprise Financial

Ameriprise Financial Advisors - Lung & Shiring, located in Bethesda, MD, is dedicated to guiding clients toward achieving their financial goals through personalized advice and tailored solutions. With over 10,000 advisors nationwide, they offer a range of expertise to help clients navigate both expected and unexpected financial challenges. The firm emphasizes a one-to-one approach, providing regular meetings to review progress and investment strategies, along with digital tools for constant access to investments. Their advisors hold various professional designations, ensuring clients receive knowledgeable guidance based on best practices in financial management. Generated from the website

Putting clients first; it's what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values.