Thomas Mc Candless - Ameriprise Financial Services, Inc.

Thomas Mc Candless - Ameriprise Financial Services, Inc. phone number(203)302-6741 phone number is verified by the business owner


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open quoteThe advisor listed is an Ameriprise financial advisor in Greenwich. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. read moreclose quote


Address: 41 W Putnam Ave
Greenwich, CT 06830
Telephone: (203)302-6741
Website: www.ameripriseadvisors.com/thomas.d.mccandless/profile/
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Category:Investment Services



General Information

The advisor listed is an Ameriprise financial advisor in Greenwich. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. As an experienced advisor, I know that everyone's financial picture is different & that priorities change influenced by life events, time horizon, how they accumulated their wealth, & their long- and short-term goals. This is particularly true for families with Special Needs members. My goal is to help each client develop a strategy tailored to their unique set of needs and goals. For high net worth clients who are comfortable with their advisor handling their investment decisions, I offer managed accounts that provide full (or limited) discretionary authority. I am one of the only 6% of Ameriprise advisors authorized to offer full discretionary accounts to clients. My years of institutional experience in the large corporate marketplace provides me with a unique opportunity to help small and mid-size business owners learn strategies for a relatively more sophisticated "best practices" approach to managing their firm's qualified retirement plans. Ameriprise offers a wealth of products and services to address individual needs and goals. Backed by a team of professionals in our corporate office who specialize in everything from tax and estate planning strategies, to insurance and asset management strategies, I have the resources to support all of your financial needs throughout your life.................

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