Ameriprise Financial

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Today: 8:30 am - 5:00 pm

Tomorrow: 8:30 am - 5:00 pm

(301) 876-4925Call Visit WebsiteVisit Website Map & DirectionsDirections10995 Owings Mills Blvd Ste 200Owings Mills, MD 21117 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near Owings Mills with Financial Planners

Reisterstown (6 miles)
Randallstown (7 miles)
Pikesville (8 miles)
Windsor Mill (11 miles)
Finksburg (12 miles)
Gwynn Oak (13 miles)
Lutherville Timonium (13 miles)
Cockeysville (13 miles)
Marriottsville (13 miles)
Hunt Valley (14 miles)

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General Info

The advisor listed is an Ameriprise financial advisor in Owings Mills. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question. And it's one of many questions we'll ask to better understand you, your goals and your dreams. We may ask questions that other financial advisors won't. Why? Because your vision of the future is unique and we're committed to helping you achieve it. Let's start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.We're here to help you live the life you've earned. When you have the right advisor, life can be brilliant.

Extra Phones

Phone: (301) 876-4924

Phone: (410) 504-0160

Location

Boulevard Corporate Ctr

Associations

CFP

AKA

Schwartz & Davis-Ameriprise Financial Services Inc

Other Link

http://www.ameripriseadvisors.com/team/schwartz-davis/?cid=IP_local_yext

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Securities

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Details

Phone: (301) 876-4925

Address: 10995 Owings Mills Blvd Ste 200, Owings Mills, MD 21117

Website: http://www.ameripriseadvisors.com/team/schwartz-davis/?cid=IP_local_yext

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Ameriprise Financial

Charitable Giving
You must have acknowledgment of your contribution from the recipient of the charitable contribution. See IRS Publication 526, Charitable Contributions at the IRS website.
Estate Taxes
Roth IRA
Qualifying distributions that you take during the year from your IRAs or other retirement plans (excluding Roth IRAs) count towards fulfilling your RMD requirement for the year, for the plan that the distribution is taken from.
Income Tax
Consult with your attorney and the Executor of the estate to determine if any federal, state, and local taxes need to be paid. These taxes can include income tax, estate or inheritance tax, property tax, etc.
Tax Deferral
Plan contribution and distribution summary: lists contribution activity for qualified investments (retirement investments eligible for tax-deferral benefits)

Mutual Funds
Ameriprise ONE Financial Account allows you to manage your day to day finances and long term investing in one account. Because it is a non-qualified brokerage account you can invest in equities, fixed income, mutual funds and other products that help you reach your goals. Daily spending or larger expenses can be managed through the cash management features of the
Bonds
Wealth Management
Our clients and their goals are at the center of all we do. Thatâ€™s why we are proud to be named one of the Most Trusted Wealth Management Companies of 2022 according to Investor's Business Daily.

Financial Planning
Confirmations of most activity, such as a beneficiary updates or name changes, are available online within 4 days of processing the change. Others, such as financial planning confirmations, may require up to 10 days to become available online.
Retirement Planning
As you answer questions in each retirement planning area, you will fill in triangles. The more prepared you feel, the more triangles you will fill.
Annuities
You should consider the investment objectives, risks, charges and expenses of the variable <annuity/life insurance> and its underlying investment options carefully before investing. For a free copy of the (annuity's/life insurance) prospectus and underlying investment's prospectus, which contains this and other information about variable (annuities/life insurance), call (800) 333-3437. Read the prospectus carefully before you invest.
Asset Management
Columbia funds and Columbia Acorn funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA. Columbia funds are managed by Columbia Management Investment Advisers, LLC (CMIA), and Columbia Acorn funds are managed by Columbia Wanger Asset Management, LLC, a subsidiary of CMIA.
College Funding

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