Mike Fredrick - Ameriprise Financial Advisor

Mike Fredrick - Ameriprise Financial Advisor Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Mike Fredrick - Ameriprise Financial Advisor, Financial planner, 101 Gregory Lane, Ste 36, Pleasant Hill, CA.

Financial Advisor, Ameriprise Financial Services, LLC
CA License #4225753

An Ameriprise Private Wealth Advisory Practice



Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

“There isn’t a loan for retirement, and so this is in the category of put your own oxygen masks on first.” Ameriprise Fi...
12/15/2025

“There isn’t a loan for retirement, and so this is in the category of put your own oxygen masks on first.” Ameriprise Financial Vice President of Financial Planning and Advice Deana Healy shares tips to help parents balance their financial goals in this interview with Fortune.

72% of parents report experiencing guilt while 35% put pressure on themselves to be the 'perfect' parent.

Want to reach your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity whil...
12/13/2025

Want to reach your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message me to learn more.

Life insurance solutions can do more than provide income to loved ones. Learn how you can use life insurance to help you...
12/11/2025

Life insurance solutions can do more than provide income to loved ones. Learn how you can use life insurance to help you achieve some potentially unexpected financial goals.

Use life insurance to help support you throughout your lifetime and beyond.

Flipping homes or renting on Airbnb aren’t the only ways to generate income from real estate. Let’s discuss if real esta...
12/09/2025

Flipping homes or renting on Airbnb aren’t the only ways to generate income from real estate. Let’s discuss if real estate investing makes sense for your financial situation.

Find out how to invest in real estate, as well as potential advantages and risks.

Can you spot the red flags? Review eight easy ways to stay safe and protect yourself from fraud.
12/07/2025

Can you spot the red flags? Review eight easy ways to stay safe and protect yourself from fraud.

Help keep your information safe from fraud and bad actors.

Do you know your net worth? Use our net worth calculator to assess where you are along your wealth-building journey. I c...
12/03/2025

Do you know your net worth? Use our net worth calculator to assess where you are along your wealth-building journey. I can help you track your net worth and identify strategies to help it grow over time.

Leverage these strategies that can help increase your net worth over time.

A Roth IRA can provide tax-free growth and withdrawal but is converting your traditional IRA the right move for you?  Le...
12/01/2025

A Roth IRA can provide tax-free growth and withdrawal but is converting your traditional IRA the right move for you? Let’s review the tax implications before you decide.

For certain investors, a market decline can be a good opportunity to explore the benefits of a Roth conversion.

11/27/2025

Happy Thanksgiving! What are you thankful for this year?

Required Minimum Distributions (RMDs) can take a toll on your taxes. Consider these strategies before your 73rd birthday...
11/23/2025

Required Minimum Distributions (RMDs) can take a toll on your taxes. Consider these strategies before your 73rd birthday.

Learn about retirement tax planning strategies to reduce your tax bill.

Retirement planning isn’t only for those close to or in retirement. I can provide financial advice to help you do more o...
11/21/2025

Retirement planning isn’t only for those close to or in retirement. I can provide financial advice to help you do more of what you love in retirement.

Feel more confident about living the retirement you want, no matter what age or life stage you're in.

Like a yearly check-in with your doctor, an annual review is key to your financial health. How do you best prepare for a...
11/19/2025

Like a yearly check-in with your doctor, an annual review is key to your financial health. How do you best prepare for an annual review? Start with this checklist of five questions, and let’s connect to evaluate your portfolio and financial goals.

Review your financial situation regularly to help monitor progress and stay on track for your goals.

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. I c...
11/17/2025

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. I can help you understand your benefits to know when you should start collecting.

Find out what Social Security benefits you may qualify for and when you should start collecting.

Address

101 Gregory Lane, Ste 36
Pleasant Hill, CA
94523

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