David Metz - Ameriprise Financial Services

The advisor listed is an Ameriprise financial advisor in Bellevue. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I'm passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> approach to financial planning starts with your dreams, not just the numbers. Working with you, I'll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I'll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

Heritage Wealth Advisors, part of Ameriprise Financial Services in Bellevue, WA, is dedicated to assisting clients in achieving their financial goals through personalized one-on-one financial advice. With over 10,000 advisors available, clients can find the right fit by considering areas of expertise and specific financial needs. Each advisor offers tailored recommendations for a diversified portfolio and ongoing support, including regular meetings to review progress and access to digital tools for managing investments. The firm emphasizes a client-focused approach, ensuring that individuals feel confident, connected, and in control of their financial future. Generated from the website

Ameriprise Financial Services, with over 10,000 advisors nationwide, is dedicated to helping clients achieve their financial goals through personalized financial advice. Their advisors provide tailored recommendations and maintain regular communication to ensure clients feel confident and in control of their financial futures. With various accredited designations, Ameriprise advisors are equipped to offer specialized knowledge in asset management, estate planning, and investment strategies. The firm emphasizes the importance of aligning financial advice with clients' values and objectives, ensuring a comprehensive approach to financial planning. Generated from the website