Michael Perez - Ameriprise Financial Services, LLC

(on piedmont)
Financial and Investment Services in Atlanta, GA
Financial and Investment Services

Hours

Monday
9:00AM - 5:30PM
Tuesday
9:00AM - 5:30PM
Wednesday
9:00AM - 5:30PM
Thursday
9:00AM - 5:30PM
Friday
9:00AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

3490 Piedmont Rd NE
Atlanta, GA
30305

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

Michael Perez - Ameriprise Financial Services, LLC Photo Michael Perez - Ameriprise Financial Services, LLC Photo

Services

  • Retirement Planning Strategies
  • Family Finances
  • Women's Financial Strategies

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
Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools.
For most Americans, a 401(k) strategy is a key part of your retirement plan. Here are tips to optimize. AMERIPRISE.COM Rethinking your 401(k): 5 retirement investment strategies to help you save
Does the pandemic have you re-considering your retirement timeline? Before you make any decisions, let’s meet and evaluate your options. FORBES.COM 68 Million Americans Are Changing Their Retirement Plans
Organizing all your financial accounts and documents will make it easier, when needed, for you, and your loved ones, to manage your finances. AMERIPRISE.COM Retirement checklist: Tips to help you organize and manage your finances
Our digital tools enable anytime, anywhere access to your goals and investments, so you’ll always know where you stand.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
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?
Put stock market conditions into perspective within a portfolio. In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposals. Watch on our homepage. AMERIPRISEADVISORS.COM Ameriprise Advisor
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
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
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
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
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.
Get the personalized advice you need to envision and build a confident financial future.
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation. MONEY.USNEWS.COM Start Planning for Your 2021 RMDs Now
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life. MARKETWATCH.COM You should have a purpose in retirement, too
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.

Information

Company name
Michael Perez - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Michael Perez - Ameriprise Financial Services, LLC in Atlanta GA?
    You can reach them at: 404-464-7150. It’s best to call Michael Perez - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Michael Perez - Ameriprise Financial Services, LLC on piedmont in Atlanta?
    Michael Perez - Ameriprise Financial Services, LLC is located at this address: 3490 Piedmont Rd NE Atlanta, GA 30305.
  • What are Michael Perez - Ameriprise Financial Services, LLC(Atlanta, GA) store hours?
    Michael Perez - Ameriprise Financial Services, LLC store hours are as follows: Mon-Thu: 9:00AM - 5:30PM, Fri: 9:00AM - 4:00PM, Sat-Sun: Closed.