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Kerry Phelan - Ameriprise Financial Services, Inc.
Poughkeepsie, Dutchess

Financing specialist
 : 
Kerry Phelan - Ameriprise Financial Services, Inc.

Poughkeepsie, Dutchess

Prices

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About Kerry Phelan - Ameriprise Financial Services, Inc.
Professional experience
Kerry Phelan - Ameriprise Financial Services, Inc. Kerry Phelan is a Private Wealth Advisor with Ameriprise Financial Services, Inc. located in Poughkeepsie, NY. With an impressive background and a wide range of expertise, Kerry is well-equipped to provide top-notch financial services to her clients. Kerry holds the esteemed designation of CFP® (Certified Financial Planner), which signifies her commitment to the highest standards of professionalism and ethics in the industry. She also holds an MBA, which further enhances her ability to analyze complex financial situations and provide sound advice. As an APMA® (Accredited Portfolio Management Advisor), Kerry has advanced knowledge in the field of portfolio management. This allows her to effectively assess her clients' investment objectives and create tailored strategies to help them achieve their financial goals. Kerry is a key member of Birch Hill Wealth Advisors, a private wealth advisory practice within Ameriprise Financial Services, LLC. This collaboration allows her to leverage the resources and expertise of Ameriprise, a leading financial services company, to deliver comprehensive solutions to her clients. With a strong focus on retirement planning, Kerry is a Chartered Retirement Plans Specialist™ (CRPS™). She has the expertise to assist clients in designing and implementing retirement plans that align with their long-term objectives, ensuring a comfortable retirement. Kerry understands that every individual has unique financial needs and strives to provide personalized advice and guidance. Whether her clients are planning for retirement, managing investments, or seeking strategies to protect and grow their wealth, Kerry is dedicated to helping them navigate the complexities of the financial world. If you are seeking professional financial guidance and a tailored approach to your financial goals, Kerry Phelan at Ameriprise Financial Services, Inc. is here to assist you. Contact Kerry today to schedule a consultation and take the first step towards a more secure financial future.

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Location

Poughkeepsie, Dutchess (12601)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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