Financial Care Partners - Ameriprise Financial

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Today: 9:00 am - 4:00 pm

38 Years

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5 Years with

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(330) 638-5514Call Visit WebsiteVisit Website Map & DirectionsDirections3010 State Route 5 Ste ACortland, OH 44410 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	9:00 am - 4:00 pm
Sat - Sun	Closed

Places Near Cortland with Financial Services

Bazetta (2 miles)
Mecca (7 miles)
Fowler (8 miles)
Champion (9 miles)
Warren (9 miles)
Vienna (10 miles)
Leavittsburg (12 miles)
Niles (13 miles)
Bristolville (14 miles)

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More Info

More info available at FINRA's BrokerCheck website

General Info: In a world of account balances and market swings, its easy for the numbers to feel like the goal and to lose sight of what were working for in the long run. An Ameriprise financial advisor takes the time to understand what's truly important to you. Together, you'll develop a holistic financial plan customized for your life to help you live more confidently today and tomorrow.
Email: Email Business
Extra Phones: Phone: (330) 638-5359
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Services/Products: Estate Planning, Insurance Planning, Investment Advisors, Asset & Portfolio Management, Tax Planning, Asset Management, Financial Consultants, Fee Based Financial Planning, SEP Individual Retirement Accounts, Annuities, Investments, Bonds, Disability Insurance, Long Term Care Insurance, Options, Life Insurance.
Other Link: https://www.ameripriseadvisors.com/cynthia.l.shively
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Categories: Financial Services, Financial Planning Consultants
Other Information: Specialties: Intergenerational Planning, Investment Management, Retirement Planning Strategies

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Phone: (330) 638-5514

Address: 3010 State Route 5 Ste A, Cortland, OH 44410

Website: https://www.ameripriseadvisors.com/cynthia.l.shively

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Financial Care Partners - 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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