Alliance with Ameriprise Financial
We are excited to announce that we have formed an alliance with Ameriprise Financial. They are not employed by South Jersey Tax Services but are available to our clients as an excellent resource for financial planning, wealth management strategies and protection planning. Ameriprise Financial has more than 115 years of experience helping clients work toward their financial goals. They have a unique approach to financial planning called Dream > Plan > Track >®. Financial Advisor, William J. McLeer CFP®, ChFC® of Ameriprise Financial will:
- Take the time to understand your dreams and goals.
- Advise on investment strategies and product solutions to help you make progress toward those goals.
- Identify any gaps for your most pressing financial goals, including retirement.
- Help you determine action steps and track progress, helping you put more within reach.
If you would like more information, please call our office or check out his website: