Ameriprise Financial - David Needham

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2284 Saranac Ave Ste 4
Lake Placid, NY 12946
+1 (518) 380-2020
https://www.ameripriseadvisors.com

David Needham, a financial advisor based in Lake Placid, NY, offers personalized financial advice aimed at helping clients achieve their financial goals. With a team of qualified professionals, he provides a range of advisory services that include investment strategies, estate planning, and retirement planning.

David holds multiple prestigious certifications, including CERTIFIED FINANCIAL PLANNER (CFP), Accredited Asset Management Specialist (AAMS), and Chartered Financial Analyst (CFA), demonstrating his comprehensive knowledge and commitment to fiduciary practices. His expertise extends to various areas such as wealth management, behavioral finance, and specialized planning for domestic partnerships and seniors.

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