The verdict is in! October's Confetti Wealth employee of the month is Financial Advisor, Joy Henry. Everyone here agrees that Joy is a great asset around the office and an excellent resource for our clients. Thank you, Joy, for all you do day in and day out to support the Confetti team! #somethingtocelebrate #employeeofthemonth #confettiwealthteam
关于我们
Confetti Wealth A private wealth advisory practice of Ameriprise Financial Services, LLC Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. When you work with us, you receive: 1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress, and investments. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Call us today at 952-857-1487! Areas of focus Retirement Planning Strategies Investment Management Executive Compensation and Benefit Strategies Family Finances Social Security Retirement Benefits Women's Financial Strategies Office Locations: Confetti Wealth- Edina location: 7601 France Avenue S. Suite #600 Edina, MN 55435 Confetti Wealth- Blaine location: 2407 109th Avenue N.E. Suite # 210 Blaine, MN 55449 Office Hours- 7:00am - 7:00pm Connect with us Phone: 952-857-1487 Fax: 952-837-1133 Email: [email protected]
- 网站
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https://www.ameripriseadvisors.com/team/confetti-wealth/
Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Edina
- 类型
- 自有
- 创立
- 1999
- 领域
- Retirement Planning Strategies、Divorce Financial Planning、Employee Stock Options、Estate Planning Strategies、Tax Planning Strategies、Savings for Education、Small Business、Domestic Partner Planning、Women's Financial Strategies、Sustainable and Responsible Investing、Wealth Preservation Strategies、Insurance、Retirement Income Strategies、Cash Flow Management Strategies、Investments、Retirement Plan Distribution、Charitable Giving、Executive Compensation and Benefit Strategies、Investment Management和Family Finances
地点
Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC员工
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Michelle Young
Private Wealth Advisor of Confetti Wealth. A private wealth advisory practice of Ameriprise Financial Services, LLC
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Amanda Petri CFP?, CRPC?, BFA?, APMA?
Private Wealth Advisor at Confetti Wealth. A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
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Lisa Belanger
Marketing Manager/Client Concierge - Confetti Wealth
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Carrie Chavez
Senior Vice President - Confetti Wealth
动态
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We invite you to an educational Microsoft Teams seminar event TODAY Thursday, November 21st, 2024, 12-12:45 p.m. Central Time! Using the link below join our special seminar on "Washington Update" Presented by Scott Orr, CFA, VP Government Relations, Head of Southern Region and Public Affairs, Fidelity Investments Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond. https://bit.ly/4i0rzFB #ConfettiWealthTeam legal #6749264.1 Michelle Young Amanda Petri CFP?, CRPC?, BFA?, APMA? Chris Root CFP?, ChFC?, APMA?, CLTC?, CRPC? Bridget Root Michael Cassel CFP?, CRPC?, BFA?, APMA?, MSS Joy Henry
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A special happy birthday to financial advisor, Michael Cassel today! We hope you spend your day with those you love most. Wishing you a great birthday, Mike, and a memorable year from all of us! #confettiwealthteam #somethingtocelebrate #happybirthday Michael Cassel CFP?, CRPC?, BFA?, APMA?, MSS Michelle Young Amanda Petri CFP?, CRPC?, BFA?, APMA? Chris Root CFP?, ChFC?, APMA?, CLTC?, CRPC? Bridget Root Joy Henry
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Last week, Confetti Wealth was honored to volunteer at Feed My Starving Children in Coon Rapids as part of the Ameriprise National Day of Service. Our team made a difference by packing 114 boxes of food - providing 41,904 meals! The meals we packed will feed kids, lift spirits, and empower communities around the world! Way to go Confetti Wealth team! #FMSC #volunteering #worldhunger #makingadifference #somethingtocelebrate
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Today we celebrate the day awesome team member, Megan Duff joined the Confetti Wealth team! Happy 1st Confettiversary, Megan! Thank you for your efforts including all that you do for our clients and all the fun that you bring to the team as well! #somethingtocelebrate #confettiwealthteam #confettiversary Michelle Young Amanda Petri CFP?, CRPC?, BFA?, APMA? Chris Root CFP?, ChFC?, APMA?, CLTC?, CRPC? Bridget Root Michael Cassel CFP?, CRPC?, BFA?, APMA?, MSS Joy Henry
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Today is an awesome day to acknowledge and celebrate Michelle’s 25-year anniversary as a financial advisor! We are lucky and proud to be a part of her team. Her exceptional leadership and genuine care for her clients and their best interests is not unnoticed. It is what makes her a leading advisor in the industry! Congratulations Michelle on 25 years of helping others! #somethingtocelebrate #confettiwealthteam #25yearanniversary Michelle Young Amanda Petri CFP?, CRPC?, BFA?, APMA? Chris Root CFP?, ChFC?, APMA?, CLTC?, CRPC? Bridget Root Michael Cassel CFP?, CRPC?, BFA?, APMA?, MSS Joy Henry
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We invite you to an educational Microsoft Teams seminar event on Thursday, November 21st, 2024, 12-12:45 p.m. Central Time! Using the link below join our special seminar on "Washington Update" Presented by Scott Orr, CFA, VP Government Relations, Head of Southern Region and Public Affairs, Fidelity Investments Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond. https://bit.ly/3UWII9w #ConfettiWealthTeam legal #6749264.1 Michelle Young Amanda Petri CFP?, CRPC?, BFA?, APMA? Chris Root CFP?, ChFC?, APMA?, CLTC?, CRPC? Bridget Root Michael Cassel CFP?, CRPC?, BFA?, APMA?, MSS Joy Henry
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Happy Birthday to our very special team member, Jack Wellen! Have a great day, enjoy it doing something you love, and we wish you all the best throughout the year to come! #Happybirthday #somethingtocelebrate #ConfettiWealthteam Michelle Young Amanda Petri CFP?, CRPC?, BFA?, APMA? Chris Root CFP?, ChFC?, APMA?, CLTC?, CRPC? Bridget Root Michael Cassel CFP?, CRPC?, BFA?, APMA?, MSS Joy Henry
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#taxstrategies Are you making any of these six common tax mistakes? We can partner with your tax professional to identify strategies that may help you save on taxes. #confettiwealthteam Michelle Young Amanda Petri CFP?, CRPC?, BFA?, APMA? Chris Root CFP?, ChFC?, APMA?, CLTC?, CRPC? Bridget Root Michael Cassel CFP?, CRPC?, BFA?, APMA?, MSS Joy Henry
6 common tax mistakes for investors to avoid
ameripriseadvisors.com
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To help you sort through the many time-sensitive financial tasks that come up at the end of the year, here’s a helpful checklist that organizes some of the year-end deadlines you need to know. Let’s connect if you’d like help acting on any of the items listed within. https://bit.ly/40MpxCS #endofyear #financialplanning Michelle Young Amanda Petri CFP?, CRPC?, BFA?, APMA? Chris Root CFP?, ChFC?, APMA?, CLTC?, CRPC? Bridget Root Michael Cassel CFP?, CRPC?, BFA?, APMA?, MSS Joy Henry
Year-end checklist: 8 actions to take before 2024 is over
ameripriseadvisors.com