Financial Advisor at Ameriprise Financial Services, Inc.
My Approach I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique situations and goals. I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I am licensed and registered to conduct business in SC. Based on licenses and registrations I hold, I may also conduct business in AL, NJ, GA, NY, NC. Working Together Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect Professional help in clarifying your financial goals and priorities If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives Accurate information about our tailored solutions, including risks, benefits and costs What to bring A list of any questions you have regarding your current financial situation Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.
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Lending Path NMLS #130562, 712 Richland St. Suite A, Columbia, SC 29201. 803.765.9399, Equal Housing Lender. http://www.nmlsconsumeraccess.org/
In Business Since 1912 We write insurance for: Home, Auto, Business, Workers Compensation, Boat, Motorcycle, Life & Health, Bonds.
NMLS#780326 WR Starkey, LLP NMLSR#2146 Mortgage Lender/Servicer License NO. MSL-2146
Mission: We exist to love and value people by leading a Movement of Change in our Industry, corporate cultures, and communities.
College & Retirement Funding
SPECIALIZING IN HOME LENDING (Mortgages) and FINANCE. FHA203K, FHA, USDA, VA, CONVENTIONAL, REVERSE MORTGAGES,BRIDGE LOANS, COMMERCIAL, and SO MUCH MORE!
Jackie Boulware is a real estate agent with Keller Williams Northeast Columbia, SC. She looks forward to helping buy or sell your next home.