Ameriprise Financial Advisors

HistoryAfter being mentored by two of DC's most respected financial planning professionals, I decided to start my own practice, taking the skills I developed to my native Pennsylvania. I currently serve as a planner, advisor and insurance professional to clients in Pennsylvania, Maryland, Virginia, Tennessee, as well as active-duty military members at a base in Utah.SpecialtiesOur focus is financial life planning for professionals, entrepreneurs, as well as families and seniors. We are here to identify and then realize your financial goals and dreams for the future. Clear and timely communications are a keystone to our service. If a concern arises, we are able to resolve quickly and directly with you. We will become your trusted advisor, where you can expect high-level of personalized service.

As Erie Insurance Agents we provide superior home, auto, business or life Insurance to suit your needs. With award-winning service and great prices we give you confidence that you are well protected.

James Fisher serves as a Private Client Relationship Manager at Citizens Bank in Lancaster, PA, where he is dedicated to guiding clients through their financial journeys. With a collaborative approach, he and his advisory team focus on creating comprehensive financial plans tailored to the unique needs and goals of each client. Citizens Private Client offers a range of services, including personalized financial planning and exclusive rewards through Citizens Plus, ensuring clients receive tailored advice and support as their financial situations evolve. The team of knowledgeable professionals is committed to understanding and addressing the financial needs of individuals and families, helping them achieve their financial goals. Generated from the website