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Last updated: 4 days ago
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About Oak Point Financial Partners - Ameriprise Financial Services, LLC
At Oak Point Financial Partners, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredict Go to full description...
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Email address:
christopher.a.roborecki@ampf.com
At Oak Point Financial Partners, a financial 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 Independence, OH 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 Planning Strategies, Cash Flow Management Strategies, Investment Management, Saving for Education, Social Security Retirement Benefits, Intergenerational Planning, Retirement Income Strategies, Women's Financial Strategies, Investments, Consulting on potential benefits and risks of IRA rollovers, Estate Planning Strategies, Wealth Preservation Strategies, Retirement Plan Distribution, Charitable Giving