Nancy S Daoud - Ameriprise Financial Services, Inc.

★★★★☆
8:00 a.m - 5:00 p.m
  • 90 Oxford Rd

    Oxford, CT 06478

    Map & Directions
  • 203-881-5504

About Nancy S Daoud - Ameriprise Financial Services, Inc.

Categories
  • Investments
  • Financial Planners
  • Investment Advice
Hours
M-Th 8am-4:30pm, F 8am-4pm, Sa-Su Closed
Associations
  • ChFC
  • APMA
Emails
  • nancy.s.daoud@ampf.com
Specialties
  • Tax Planning Strategies
  • Family Finances
  • Domestic Partner Planning
  • Cash Flow Management Strategies
  • Small Business
  • Estate Planning Strategies
  • Charitable Giving
  • Women's Financial Strategies
  • Saving for Education
  • Intergenerational Planning
  • Retirement Planning Strategies
Services
  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies

Finance

Finance
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We recently signed up with them to manage our finances and advise us on saving for the future and retirement. They would like to call themselves as goal acheivers. We have had couple of sessions with them which has been enlightening. They advise you on how to save for college education and also provide us with options to invest our money. I am very impressed them and their charges seem quite reasonable.

4
★★★★☆

We recently signed up with them to manage our finances and advise us on saving for the future and retirement. They would like to call themselves as goal acheivers. We have had couple of sessions with them which has been enlightening. They advise you on how to save for college education and also provide us with options to invest our money. I am very impressed them and their charges seem quite reasonable.

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