Sung Lee, AGT - Ameriprise Financial

Ameriprise Financial Advisors in Towson, MD, is committed to helping clients achieve their financial goals through personalized advice and tailored investment strategies. With a network of over 10,000 advisors, they focus on creating confidence in clients' financial futures by understanding individual needs and values. The firm emphasizes regular communication and reviews to ensure that clients stay on track with their financial plans. Ameriprise Financial Advisors possess various professional designations, showcasing their expertise in areas such as asset management, estate planning, and investment fiduciary practices. Generated from the website

Schultz Collins is a dedicated investment counsel firm based in Towson, MD, specializing in the supervision of custom portfolios tailored to the unique goals and circumstances of individual and institutional clients. With over 25 years of experience, the firm is committed to providing transparent advice and education, ensuring clients can make informed investment decisions while adhering to a fiduciary standard. With a focus on prudent and rational investment strategies, Schultz Collins manages or consults on over $1.4 billion in client assets, emphasizing a collaborative decision-making process that involves active client participation. By offering ongoing updates and insights, the firm helps clients navigate the complexities of financial markets and optimize their investment outcomes. Generated from the website