![]() Jim Bailey - Ameriprise Financial
Meeting with a financial advisor is an exciting first step toward creating a solid financial plan for your future. We understand, however, that many new clients are not quite sure what to expect or what to bring to the initial meeting. The first meeting will be a conversation that will allow you and the advisor to get to know one another through focusing on your current situation and future dreams. Moving forward, your Ameriprise advisor will continue to have discussions about all aspects of your financial situation and how it relates back to your dreams and goals. Jim Bailey, CFP® |Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner An Ameriprise Platinum Financial Services® practice Ameriprise Financial Services, Inc. 4131 Spicewood Springs Road Suite I-5 | Austin, Texas, 78759 Office: 512.527.9900 | Fax: 512.527.9912 | james.a.bailey@ampf.com Learn more at ameripriseadvisors.com/james.a.bailey We shape financial solutions for a lifetime® Phone: 512-527-9900 x12 4131 Spicewood Springs Road Ste. I-5 Austin, TX, Texas 78759 USA
Phone: 512-527-9900 x12 4131 Spicewood Springs Road Ste. I-5 Austin, TX, Texas 78759 USA Map Other Categories: Austin North » Legal and Financial |





