Wealth Management
Professional Advisor Alliance
We are excited to announce that we have formed an alliance with Ameriprise Financial. They are not employed by Prestige, but are available to our clients as an excellent resource for financial planning, wealth management strategies and protection planning. Ameriprise Financial has 125 years of experience helping clients work toward their financial goals. Starting with their Confident Retirement® approach, a straight-forward and easy-to-understand way to help you meet your retirement goals.
Private Wealth Advisor Mike Perez of Ameriprise Financial will work with you to build your plan and you’ll enjoy the advantages Ameriprise clients have valued for years:
- A one-on-one relationship with a dedicated advisor.
- Strategies to help you achieve your dreams and goals.
- Access to the depth and breadth solutions needed to prepare for a more confident retirement
- Creative ways to organize and manage your finances.
These are just some of the factors that can help make the difference between holding your own versus making the most of your future.
If you would like more information, I encourage you to check out their website at: www.ameripriseadvisors.com/michael.a.perez
Things To Consider With Financial Advisors
Just about every day, the phone rings with a client or a friend of one asking about financial advisors. "Do I know this firm?" "Are they any good?" "Can I trust them?" All great questions, and all revolve around one root concern: What should we look for when we try to...
Ready to come in for an appointment?
Our schedule is very full…but if you call us at (833) 672-2268 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!
What our Clients are saying
He was very professional and I was thoroughly pleased with the advice provided as well as the quality of work he provided for me. He’s helped me set up a quality savings pattern and I’m seeing great progress as I pay off debts and save at the same time. He’s honest with what needs to be done in order to see financial improvements and I’d definitely recommend him!
Erica B.
