Provider Membership
Michael J Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC Owner verified
445 Hutchinson Ave Ste 200 Columbus, OH, 43235Last time updated: 7/8/25, 11:26 AM
About
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 Columbus, OH area, Michael J Perez 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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Frequently Asked Questions
What associations does Michael J Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC have?
CFP, CAP, CKA.
Which days is Michael J Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What languages does Michael J Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC specialize in?
English.
What are Michael J Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC specialties?
Retirement Planning Strategies, Sustainable and Responsible Investing, Charitable Giving, Intergenerational Planning, Social Security Retirement Benefits, Estate Planning Strategies, Retirement Income Strategies, Tax Planning Strategies, Insurance, Saving for Education, Women's Financial Strategies.
What are Michael J Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC main services?
Tax Planning Strategies, Family Finances, Investments, Estate Planning Strategies, Insurance, Charitable Giving, Women's Financial Strategies, Retirement Income Strategies, Saving for Education, Retirement Planning Strategies.
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