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Last updated: 6 months ago
Listed in:
Financial Planning
,
Investment Services
About Clear Horizon Wealth Advisors - Ameriprise Financial Services, LLC
At Clear Horizon Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unp Go to full description...
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M-Th 9am-5pm, F 9am-4pm, Sa-Su Closed
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Email address:
shawn.d.bumgardner@ampf.com
At Clear Horizon Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Lakeland, FL area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Specialties:
Retirement Income Strategies, Wealth Preservation Strategies, Family Finances, Women's Financial Strategies, Charitable Giving, Intergenerational Planning, Sustainable and Responsible Investing, Small Business, Employee Stock Options, Cash Flow Management Strategies, Insurance, Saving for Education, Estate Planning Strategies, Executive Compensation and Benefit Strategies, Domestic Partner Planning, Business Retirement Plans, Social Security Retirement Benefits, Retirement Planning Strategies, Tax Planning Strategies, Retirement Plan Distribution, Investments