Wherever your financial journey takes you, we're here to guide you. Let's achieve your goals together! #GratiumWealthPlanning
Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC.
金融服务
Palm Coast，Florida 189 位关注者
关于我们
386.597.2994 10 Florida Park Drive N Ste D Palm Coast, FL 32137-3667 Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
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https://www.ameripriseadvisors.com/team/gratium-wealth-planning/
Gratium Wealth Planning, 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
- 51-200 人
- 总部
- Palm Coast，Florida
- 类型
- 上市公司
地点
Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC.员工
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Alan Frisher
Financial Advisor, Ameriprise Financial Services, LLC
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John Lomba ChFC?, APMA?, CRPS?
Financial Advisor, Managing Partner Gratium Wealth Planning, A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
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Greg Shuman, RICP?
Financial Advisor
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Stephens McVea
Financial Advisor with Gratium Wealth Planning A private wealth advisory practice of Ameriprise Financial Services, LLC
动态
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?? This Women’s History Month, we honor the incredible women on our team—especially the single moms who balance it all with grace. Your strength, dedication, and perseverance inspire us every day. We see you. We appreciate you. We celebrate you. ? #WomensHistoryMonth #EmpoweredWomen #GratiumWealthPlanning
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?? 2025 Tax Brackets & Contribution Limits Are Here! ???? The IRS has updated tax brackets and retirement contribution limits for 2025—and these changes could impact your financial planning strategy. It's the perfect time to adjust your approach to savings and tax planning! Check out how these changes could benefit you and ensure you're on track for a successful retirement: https://bit.ly/41AJHyC
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?? March is all about competition—so where do you stand? “In basketball, you have Top Seeds and Cinderella stories. When it comes to retirement planning, do you want to be the Underdog or the Favorite?” – Don Acosta Make the right plays today for a championship-level retirement! ?? #MarchMadness #RetirementPlanning
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Wishing a very Happy Birthday to Todd Robert Shier! We hope you have an amazing day! ?? #BirthdayCelebration
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? Just like in baseball, small moves in finance can make a big impact! Are you making the right plays for your financial future? Let’s build a winning game plan! ???? #SpringTraining #FinancialSuccess
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How Will U.S. Tariffs Impact the Economy? ???? Uncertainty around new trade policies could be one of the biggest economic issues of 2025. Ameriprise Financial Chief Economist Russell Price shares insights on what to expect and how tariffs might affect markets, businesses, and your financial future. Stay informed—watch our video to learn more?? https://bit.ly/43BvQKQ #USEconomy #MarketTrends #TradePolicy
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Help us wish a Happy Birthday to Brandy Boone & John Boudreaux! We're grateful to have you both on the team and hope you have an amazing day! ?? #HappyBirthday #TeamGratium
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Today, we celebrate the strength, resilience, and achievements of women everywhere. Here’s to empowerment, independence, and financial confidence! #InternationalWomensDay
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We are beyond excited to announce the promotion of Tiffany Shelton to Chief Operating Officer of Gratium Wealth Planning! ?? This milestone is even more special as Tiffany also celebrates her 4th anniversary with our team! As Jimmy Evans, Co-Founder of Gratium, shared, this well-earned promotion is a testament to Tiffany’s hard work, dedication, and leadership. Her commitment to excellence, problem-solving skills, and strategic vision have made a lasting impact on our team and the clients we serve. Please join us in celebrating Tiffany’s incredible achievements and the continued success ahead in her new role! ???? #COO #GratiumWealthPlanning #WorkAnniversary #Congratulations
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