Bruce Coldsmith

Background

About Bruce Coldsmith

What you can expect when you work with me At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. When you work with me, you receive: 1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress and investments. Anytime access to your investments and digital tools to help you stay on track. Feel confident about your financial future. Areas of focus: Retirement Income Strategies Investments Tax Planning Strategies Small Business Intergenerational Planning Qualifications CFP® CERTIFIED FINANCIAL PLANNER™ practitioner APMA® Accredited Portfolio Management Advisor℠ CRPS®Chartered Retirement Plans Specialist℠ Awards & recognition Ameriprise Circle of Success, 2001-2008,2010,2013, 2014-2020 Please visit social for important rules and disclosures about how you and I can interact on social media.