White and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Financial Services - Bloomington, MN, US
White and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. Employees
White and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. Details
We inspire our clients along their journey toward financial freedom through teamwork, experience, and advanced planning to help them realize their dreams and leave a lasting legacy.We strongly believe financial planning and an ongoing relationship with a financial advisor are the most valuable investments you can make. We ask targeted questions to help identify our clients' dreams and goals. Then we work together to develop appropriate and manageable plans that build on what our clients have already worked hard to create. These plans are reviewed regularly and adjustments are made so they continue to work well into the future. Our Values:1. Honesty 2. Integrity 3. Transparency 4. Clients' needs5. Helping people from all backgrounds at every financial stage of life6. Striving for continuous improvement7. Sharing knowledge, information, and experience with those who can benefit
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