Andrea Shortino - Ameriprise Financial Advisor CFP, MSF

Andrea Shortino - Ameriprise Financial Advisor CFP, MSF Financial Advisor, Ameriprise Financial Services, LLC

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11/11/2024

This Veterans Day, we express our gratitude to all those who have served our country, including our friends, clients, family and colleagues. Thank for your service and sacrifice.

For many investors, creating an estate plan brings peace of mind, knowing that their loved ones are supported. When did ...
11/08/2024

For many investors, creating an estate plan brings peace of mind, knowing that their loved ones are supported. When did you last review your plan? Let’s connect to help ensure your assets go exactly where you intend.

For many investors, a 401(k) is the cornerstone of their retirement income strategy. When did you last review your plan?...
10/02/2024

For many investors, a 401(k) is the cornerstone of their retirement income strategy. When did you last review your plan? Let’s connect to help ensure your 401(k) investments are aligned to your retirement goals.

09/02/2024

Wishing you a safe, fun and relaxing Labor Day.

Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. You don...
08/07/2024

Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. You don’t have to make it alone. Let’s work together to evaluate your options and plan for your future.

07/04/2024

Happy Independence Day, America! How will you celebrate this Fourth of July?

Have you checked your 401(k) so far this year? It may be time for a review. can help you rebalance as needed.
07/01/2024

Have you checked your 401(k) so far this year? It may be time for a review. can help you rebalance as needed.

Wishing all the dads a Happy Father’s Day!
06/16/2024

Wishing all the dads a Happy Father’s Day!

05/27/2024

On Memorial Day, we honor and thank all those who’ve sacrificed their lives serving and protecting our country.

Sharing love and gratitude with all moms today. Happy Mother’s Day!
05/12/2024

Sharing love and gratitude with all moms today. Happy Mother’s Day!

Buying a house or other property is one of the biggest investments you’ll ever make. If you’re looking to make a move, l...
04/09/2024

Buying a house or other property is one of the biggest investments you’ll ever make. If you’re looking to make a move, let’s connect.

Saving is a habit, not a destination. In honor of , let’s review your financial plan and make sure you’re optimizing yo...
04/08/2024

Saving is a habit, not a destination. In honor of , let’s review your financial plan and make sure you’re optimizing your savings.

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