Ameriprise Financial Advisors - Amy L. Smith & Associates

39885 Grand River Ave Ste 200
Novi, MI 48375

Ameriprise Financial Advisors - Amy L. Smith & Associates, located in Novi, MI, is dedicated to helping clients achieve their financial goals through personalized financial advice. With a team of over 10,000 advisors nationwide, they focus on delivering tailored solutions, regular meetings, and digital tools to assist clients in navigating their financial journeys.

The firm prides itself on providing clients with one-on-one financial advice and a diversified portfolio, taking into consideration their aspirations and concerns. Their advisors hold various certifications, ensuring a high level of expertise in investment management, estate planning, and wealth management tailored to individual needs.

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Jason A Coldicott-Financial Advisor, Ameriprise Financial Services, LLC

Jason A Coldicott-Financial Advisor, Ameriprise Financial Services, LLC

The advisor listed is an Ameriprise financial advisor in Pleasant Ridge. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I focus on providing clients more balance, harmony, confidence and control for their financial futures, while addressing financial risks that may occur along the way. My core philosophy is that "prescription without diagnosis is malpractice." This belief forms the foundation of my comprehensive planning process. I help guide clients financially through some of life's biggest transitions which may include starting a family, funding education, funding retirement or coping with the challenges of dealing with parent's long term care or estate needs. Based on your goals and objectives, I look to deploy unique perspectives and protocols to create strategies and reduce unnecessary stress. I believe in helping clients invest their assets wisely and plan for the certainty of uncertainty, whether it is disability, illness, or unexpected financial burden that may come along with taking care of their children and parents simultaneously, medical expenses and/or funeral costs. I work with clients to ensure their plan focuses on their objectives and goals not just for today but for their financial journey ahead. I provide a financial roadmap, a regularly-calibrated GPS and feedback along the way. I passionately believe that clients want to focus on the planning process itself, where the products are tools to support their objectives. If you are looking for more than just a place to store and transact your money and need someone focused on your family and business interests, contact me today.
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