Paul D Carlson - Ameriprise Financial Services, LLC

(on ave)
Financial and Investment Services in Kalamazoo, MI
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

6800 W Q Ave
Kalamazoo, MI
49009

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

Paul D Carlson - Ameriprise Financial Services, LLC Photo Paul D Carlson - Ameriprise Financial Services, LLC Photo

Services

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Latest

233 years ago, on September 17, 1787, the United States Constitution was ratified in order to create a new framework for the way our country is designed. This document provides a sense of direction for the three branches of government (Executive, Judicial, and Legislative). It outlines and restricts the duties and powers that the government has over the people while also creating more freedom for the individual states and their citizens. The Constitution was created by the people, for the people, and allows the people to keep the government accountable. Happy Constitution Day!
For some, 8:46 AM, September 11, 2001 signifies the loss of a family member or friend, but for all, it represents the loss of nearly 3,000 beautiful American heroes. The lives of the 343 firefighters, 60 police officers, and 2,574 citizens will never be forgotten, and neither will their sacrifice. Amid everything going on in the world right now, take a moment of silence to pray for the families of those lives that were lost. Together we are strong! #America #NeverForget #PatriotDay
As we enjoy this extended weekend with family and friends, we take time to honor the millions of American workers who make this country great. Every single employee, executive, and business plays a crucial role in our society. From the first Labor Day celebrated on September 5, 1882, in New York City to the present day, the strength of our country remains bound to the dedication and persistence of our workforce. Happy Labor Day, and thank you for your individual role in maintaining the reputation of The United States of America!
Creating solid money habits early can make it second nature for kids when they are older. What lessons would you add to the list? CNBC.COM 5 crucial financial lessons for kids of all ages
Join us in wishing April a happy 19th anniversary with Ameriprise! April’s commitment to our clients as a paraplanner throughout these past 19 years has been nothing short of extraordinary. Her teamwork, passion, and consistent dedication has been a crucial part to our business. We are very pleased to have her be apart of our team, and we look forward to continuing to provide quality service to all our clients. Congratulations April! (This picture is overlooking the Causeway Coast of Northern Ireland. It was taken on the Red Trail of the Giant’s Causeway).
We are very pleased to announce our new team member, Tami Rowley! Before joining us, Tami was a Client Service Specialist at Allstate. With her background and commitment in client service, we know she will be the perfect addition to our team. Whether it be walking, hiking, or biking, Tami prefers to spend her time outdoors. Most of all, she enjoys being with family, especially her three sons that are 19, 12, and 11 years old. We are delighted to have her on board and are looking forward to introducing her to our wonderful clients. Please join us in welcoming Tami to our team!
As a sponsor of the Carlson Farms event to help support Bronson Children’s Hospital I want to say THANK YOU Norm and Karen for all you do for our community! “It’s all about the children!”
Happy Birthday Chase! You are a wonderful addition to our team in which clients confirm on a daily basis! Make it a great day!👍🏻👏🏻🎂
We want to thank everyone who has already dropped off gifts for Operation Good Cheer. As a reminder for anyone else who wishes to participate, there is still time for you to drop off your presents at our office until December 1st (our office will be closed on November 26th and 27th)! Paul has been flying for and participating in Operation Good Cheer for the past 5 years. The organization is celebrating it's 50th anniversary this year, which you can read about in this month's article from AOPA Pilot Magazine. It highlights Operation Good Cheer and the joy it brings to thousands of foster children in the state of Michigan. http://aopa.org/news-and-media/all-news/2020/december/pilot/santa-is-a-ga-pilot
It was an honor to see community members show gratitude and appreciation for our veterans through this formation fly-over today. We also had a fantastic front row seat! #GodBlessAmerica
Join us in honoring and thanking the incredible men and women who have served this country by paying for our freedom with sacrifice, determination, and boldness. We will be forever grateful for that freedom and their unmatched courage. Happy Veterans Day. God Bless America! #VeteransDay
IN CASE YOU DIDN'T KNOW....TODAY IS ELECTION DAY! One of the many advantages of living in the United States is our democracy. It protects the interests of our citizens by giving us the right to vote on political, social, and economical issues, such as the presidential election. This country was created by the people, for the people, and we have the opportunity and blessing to exercise our right to vote. Happy Election Day!
Daylight saving time ends today, don’t forget to “fall back” tonight. Enjoy your extra hour of sleep! Did you know…? The first real experiments with daylight saving time began during World War I. On April 30, 1916, Germany and Austria implemented a one-hour clock shift as a way of conserving electricity needed for the war effort. The United Kingdom and several other European nations adopted daylight saving shortly thereafter, and the United States followed suit in 1918.
We are excited to join Operation Good Cheer again this year to bring joy and holiday fun to foster kids throughout Michigan. Operation Good Cheer is sponsored by the Michigan Department of Health and Human Services for kids in foster care. Although it will look a little different this year, we are still planning on participating. In years past, Paul has helped with loading and unloading gifts and flying them to specific locations throughout Michigan. Sadly, this year, it will not be possible to conduct most flights, so Paul will not be flying. However, our office will be an official drop off location!
Each year on February 4th, World Cancer Day aims to raise awareness about cancer and to encourage its prevention, detection, and treatment. All of us can say that we, or someone we know, has been impacted by cancer. When we choose to come together, we can achieve what we all wish for, a healthier and brighter world without cancer. Together, all our actions matter. #WorldCancerDay #IAmAndIWill www.worldcancerday.org WORLDCANCERDAY.ORG Official website of World Cancer Day by UICC | 4 February
76 years ago, Auschwitz was liberated from the grip of the destructive Adolf Hitler and his Nazi Army. Throughout World War II, approximately 6 million Jews were systematically murdered. Holocaust Remembrance Day is observed across the world on January 27, and it is a constant reminder of the hardships and oppression that took place.
February 16, 2021 is the deadline for businesses to send various Forms 1099 for accounts which include securities and report interest, dividends, capital gains and losses, and other income to help you calculate your total taxable income. However, extended timelines may apply, resulting in a later mail date. Click the link below to view other important 2021 tax deadlines. https://www.ameriprise.com/financial-goals-priorities/taxes/retirement-dates-and-tax-deadlines Additionally, if you are registered on the Ameriprise Secure Site, you will have the ability to log onto your account and print your tax forms if you wish to not wait the 5-10 business days to receive them in the mail. AMERIPRISE.COM Important upcoming retirement account and tax filing dates
Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits. AMERIPRISE.COM Research & Insights | Ameriprise Financial
True leaders are comfortable creating adversity in order to achieve resolution. Martin Luther King Jr. was fueled by love, justice, and generosity, but he had the courage and wisdom needed in implementing those qualities to create change. He led a movement full of love and hope, instead of hate and destruction. This following quote perfectly represents the character this man embodied: "Everybody can be great....because anybody can serve. You don't have to have a college degree to serve. You don't have to make your subject and verb agree to serve. You only need a heart full of grace. A soul generated by love." Happy Martin Luther King Day!
Benjamin Franklin was a man of many talents, and he did his best to use those talents for good. He organized the first lending library and volunteer fire department all while pioneering investigations into electricity, mathematics, and mapmaking. Furthermore, not only was he a large component of drafting the Declaration of Independence, but he also negotiated the 1783 Treaty of Paris, which drew an end to the Revolutionary War. As part of Benjamin Franklin Day, our office would like to share one of his many famous quotes: “Work as if you were to live a hundred years. Pray as if you were to die tomorrow”.

Information

Company name
Paul D Carlson - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Paul D Carlson - Ameriprise Financial Services, LLC in Kalamazoo MI?
    You can reach them at: 269-329-7359. It’s best to call Paul D Carlson - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Paul D Carlson - Ameriprise Financial Services, LLC on ave in Kalamazoo?
    Paul D Carlson - Ameriprise Financial Services, LLC is located at this address: 6800 W Q Ave Kalamazoo, MI 49009.
  • What are Paul D Carlson - Ameriprise Financial Services, LLC(Kalamazoo, MI) store hours?
    Paul D Carlson - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.