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Roy, Pat, AGT

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

2025 E Beltline Ave SE, Grand Rapids, MI 49546

616-988-3356

CLOSED NOW: 
Today: 8:30 am - 5:00 pm

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General Info
The advisor listed is an Ameriprise financial advisor in Grand Rapids. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. As one of Ameriprise Financial's most experienced advisors, I know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long- and short-term goals. So I help each of my clients develop a strategy tailored to their unique needs and goals. Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.
Hours
Regular Hours
Mon - Fri:
Categories
Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers
Location
Weyhill Bldg
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