devlin
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Listing Category: Professional ServicesListing Tags: Ameriprise Financial, financial planning, investments, money, retirement, and tacoma
My Approach
Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, I work one-on-one with my clients, and really get to know them. This way, I understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today.
Richard Devlin is licensed and registered to conduct business in WA.
Based on licenses and registrations I hold, I may also conduct business in UT, CO, NV, CA, ID, MI, TX, AR, FL, OR, AZ, MD, OH.
CA Insurance #0E17539
- Columbia Threadneedle Investments is a subsidiary of Ameriprise Financial, Inc.
- Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Ameriprise advisors receive compensation for financial advisory services in the form of commission and fee.
- The Confident Retirement approach is not a guarantee of future financial results.
- Ameriprise Financial cannot guarantee future financial results.
- Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding your specific situation.
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