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- Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Palm Bay, FL area, Todd Shier will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Todd Shier - Financial Advisor, Ameriprise Financial Services, LLC
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Specialties: Wealth Preservation Strategies, Retirement Income Strategies, Saving for Education, Investments, Investment Management, Insurance, Retirement Plan Distribution, Retirement Planning Strategies
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Reviews
12/12/2019
I have been with Todd for over 16 years. He is professional, knowledgeable and always informative about investment products. I'm very pleased with how he has managed my portfolio. Excellent advisor.
08/08/2019
Unfortunately, Mr. Todd Shier misrepresented some of the features of several financial products he sold me. When I questioned him about the performance of these products, Mr. Shier was reluctant to provide an honest and fair assessment of the situation. When I ask for assistance to develop a plan to mitigate potential losses, Mr. Shier cutoff all lines of communication. This behavior manifested a feeling of hopelessness and despair. Please be wary of trusting Mr. Todd Shier with your financial wellbeing!
Details
Phone: (321) 951-1335
Address: 5240 Babcock St NE Ste 110, Palm Bay, FL 32905
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