Kalani Fontana Financial Group - Ameriprise Financial Services, LLC

(on centre)
Financial and Investment Services in Wilmington, DE
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

1011 Centre Rd
Wilmington, DE
19805

About

Serving you in these unprecedented times

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.

Photos

Kalani Fontana Financial Group - Ameriprise Financial Services, LLC Photo Kalani Fontana Financial Group - Ameriprise Financial Services, LLC Photo

Latest

When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement? KIPLINGER.COM 10 Things You'll Spend Less on in Retirement | Kiplinger
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
Today’s the perfect time to make the next right step toward your long-term financial goals.
If you have someone in your life with college ambitions, let’s talk about saving strategies.
Shop local is more than a slogan. Local businesses add value to our community in many ways and our support is critical to helping them thrive. Together, we can continue to help them succeed. Let’s talk. #communitystrong
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar. TIME.COM Why Parents Should Start Small When Teaching Their Kids About Saving
We had a family vacation in White Haven, PA, and stayed in a very rustic lake house. Biked the D&L trail, hiked in Ricketts Glen State Park (amazing waterfalls) and visited Boulder Field (Barney wasn’t too sure about the boulders). Good to get away for a few days and “reenergize”.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information. AMERIPRISE.COM 5 types of fraud to watch out for
Working toward your long-term financial goals starts with making the next right move.
Staying focused amidst uncertainty can help you reach your future financial goals.
Barney trying on his costumes. Holding his head steady so the hat doesn’t fall off.
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement. FORBES.COM Here’s What Maxing Out Your 401(k) Could Get You In Retirement
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Another successful cooking class with Chef Dana. The stuffed pork chops were delicious, the toasted root vegetables tasty, and our house smelled so good! The series will continue in January, hope you’ll all join us then. Thanks to everyone who attended and cooked.
Prepping for the virtual cooking class. Steve decided to give me a lesson on how to use the knife. Enjoying the colors and smells of the vegetables. See you soon!
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations? FORBES.COM Best Ways For Grandparents To Teach Grandkids About Money
Working toward your long-term financial goals starts with making the next right move.
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates. KIPLINGER.COM Boost Your Retirement Income in 3 Steps | Kiplinger
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict. CNBC.COM What to tell your adult kids when planning your estate
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
Keep an eye on the future with financial advice, focused on you.
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list? CNBC.COM Want a fun way to teach your kids about money? Try these games
So thankful to be able to walk the river and experience nature at its finest. These photos were from a few days ago.
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list? MONEY.USNEWS.COM The Most Tax-Friendly States to Retire
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Two years ago I celebrated my 50th with Punxsutawney Phil, friends and family. Heard he saw his shadow this year so we know what that means..
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them. HUFFPOST.COM 12 Money Mistakes You're Teaching Your Kids

Information

Company name
Kalani Fontana Financial Group - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Kalani Fontana Financial Group - Ameriprise Financial Services, LLC in Wilmington DE?
    You can reach them at: 302-468-8216. It’s best to call Kalani Fontana Financial Group - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Kalani Fontana Financial Group - Ameriprise Financial Services, LLC on centre in Wilmington?
    Kalani Fontana Financial Group - Ameriprise Financial Services, LLC is located at this address: 1011 Centre Rd Wilmington, DE 19805.
  • What are Kalani Fontana Financial Group - Ameriprise Financial Services, LLC(Wilmington, DE) store hours?
    Kalani Fontana Financial Group - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.