Provider Information as of 2024-04-20
Ameriprise Financial Services Inc. Stephen Sayers and Associates — Financial Planning Specialist
16 Towne Place Drive
Suite 120
Hendersonville, NC 28792
Phone: 282-694-0505
2nd Phone: 828-551-6837
Fax: 828-694-0407
Serving Henderson Co., NC. Also serving: Western NC
Provider’s Statement of Service(s):
My staff and I provide our valued clients with ongoing, integrated advice resulting in sustainable solutions. Our Platinum Practice focuses on: Wealth Management | Lifetime Cash Flows | Income and Estate Tax management | Comprehensive Risk Management | Small Business Services.
These strategies are tailored to solve client, family, and small business issues as well as ongoing legacy desires. We use a four (4) step problem-solving process to engage clients in implementing sustainable solutions. They are..... Education that teaches | Research that discovers | Advice that delivers | Service that delights.
I hold three professional designations: CRPC (Chartered Retirement Planning Councelor) | CLTC (Certified in Long Term Care) | APMA (Accredited Portfolio Management Advisor).
My professional relationships with your legal and tax advisors provide integrated expertise that can protect your assets and future legacy desires.
Ameriprise Financial is committed to offering Henderson County residents (and their families) the financial education they need to live at home for as long as possible. The delivery of that information can be by telephone, by internet, by FAX, by regular mail, or by personal appointment (whenever possible).
Provider is not a registered non-profit.
Licensing/credentialing information given:
CLTC (Certified in Long Term Care) http://www.ltc-cltc.com/consumers/gradsearch.php
FINRA (Financial Industry Regulatory Authority) www.finra.org/Investors/ToolsCalculators/BrokerCheck/index.htm
Better Business Bureau http://asheville.bbb.org/BusinessFind.aspx
CRPC (Chartered Retirement Planning Conselor http://www.cffpalum.org/Info/Designations
APMA (Accredited Portfolio Management Advisor) http://www.cffpalum.org/Info/Designations
Category/ies* under which this provider may be found on the website:
Financial / Insurance → Financial Education
Financial / Insurance → Health-related Financial Issues
Financial / Insurance → Insurance
Financial / Insurance → Money Management
Financial / Insurance → Taxes
Social Needs → Education / Enrichment
Unsubsidized — services for payment.
Website: www.ameripriseadvisors.com/stephen.c.sayers/
This provider last reviewed and approved their Aging Projects information on July 19, 2019.
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