Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass down to your grandchildren?
Opus: Advice First a private wealth advisory practice of Ameriprise Financial Services, LLC
Financial Services
About us
We look to enhance the financial and emotional well-being of our clients through education and improving behavior in relation to making important life decisions. Oxford 90 Oxford Rd Oxford, CT 06478-1930 203 881-5504 650 473-6560 914 698-8100 Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
- Website
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www.opusadvicefirst.com
External link for Opus: Advice First a private wealth advisory practice of Ameriprise Financial Services, LLC
- Industry
- Financial Services
- Company size
- 11-50 employees
- Type
- Self-Employed
Employees at Opus: Advice First a private wealth advisory practice of Ameriprise Financial Services, LLC
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Nancy Daoud
APMA, ChFC®, Private Wealth Advisor at Ameriprise Financial Services, LLC with 30+ years of experience
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Coleen Banks CFP APMA MBA
Private Wealth Advisor, Ameriprise Financial Services, LLC
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Sadaf Rashidi Nezami
Financial Services
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Nina M. Daoud, APMA®, BFA™
Financial Advisor at Ameriprise Financial Services, LLC, Named Forbes Best-in-State Women Wealth Advisors, 2023 & 2024 Forbes Best-in-State…
Updates
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An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD
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Will Medicare cover all of your health care costs? Don't let common myths like this get in the way of building your dream retirement. Contact me, Albertine Gibbs, Financial Advisor in Harrison, NY at https://bit.ly/4e1nkXo (ameripriseadvisors.com) or at https://bit.ly/3T3SJk4
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What does your ideal retirement look like? We can partner with you to help you achieve your retirement savings goals and bring your dream retirement to life. Opusadvicefirst.com
Ways to boost your retirement savings
ameripriseadvisors.com
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If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD
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By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD
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Join us in celebrating Nina Daoud, who has been named to the 2024 Forbes Top Next-Generation list, as well as #1 in CT on the Best-in-State list! These lists represent advisors nationally who under the age of 40. We love that @forbes and @shookresearch have a methodology for ranking these advisors not only through quantitative data but qualitative data by conducting actual interviews with the advisors! Nina and our team are passionate about not only the financial, but the emotional well-being of our clients and their families, and we thank all of you for your continued trust and confidence in our team! https://lnkd.in/eRcTb9Nw | www.opusadvicefirst.com
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