Peter Weinbaum-Ameriprise Financial Services, Inc.

Peter Weinbaum-Ameriprise Financial Services, Inc.

Company Info

Market: Atlanta, GA
Category: Financial Services
Sub Category: Business Planning, Divorce Planning, Financial Planning

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About Peter Weinbaum-Ameriprise Financial Services, Inc.

Attention BCN Members:

I care about what’s important to you

Your financial goals are unique, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s creating a financial plan to meet your life goals, retiring the way you want, making smart investments, deciding on the right insurance or anything else.

The personalized financial advice offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future.

I also specialize in divorce planning (as a Certified Divorce Financial Analyst).  When a marriage ends in divorce, finances are often top of mind. I help my clients plan for their immediate needs before, during and after the divorce process, as well as their long-term financial goals.

Here are just a few ways Ameriprise is different:

  • Ameriprise Financial is a longstanding leader in financial planning and advice.
  • Ameriprise earned top ratings in the investment firm category:
    • #1 most trusted
    • #1 in customer service
    • #1 in customer loyalty

Referrals I like to focus on are individuals who want to consider financial planning, those who are considering or going through divorce and need assistance with financial decisions, investment management and insurance.    

I would like to offer a one-hour complimentary initial consultation in person by calling me at 770-497-5755, emailing me at peter.weinbaum@ampf.com or visit my website at https://www.ameripriseadvisors.com/peter.weinbaum/

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1Rating based on responses to a consumer survey as part of the 2018 Temkin Trust Ratings.

22017 Temkin Customer Service Ratings and 2017 Temkin Loyalty Index. See temkinratings.com and temkingroup.com for more.

3Rating based on responses to a consumer survey as part of the Temkin Loyalty Index, 2017. See temkingroup.com for more.  

4Ameriprise Financial 2017 10-K.

5Ameriprise Financial Q4 2018 Statistical Supplement.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Ameriprise advisors receive compensation for financial advisory services in the form of commission and fee.

The initial consultation provides an overview of financial planning concepts.  You will not receive written analysis and/or recommendations.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise Financial cannot guarantee future financial results.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.  Ameriprise Financial Services, Inc., Member FINRA and SIPC

 

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