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Continuum Financial Group

Continuum Financial Group

1530 Greenview Dr SW, Ste 111, Rochester (MN), 55902, United States

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(507) 289-0737

Categories
Now CLOSED
Work hours
MO 08:30 – 17:00 SA closed
TU 08:30 – 17:00 SU closed
WE 08:30 – 17:00
TH 08:30 – 17:00
FR 08:30 – 17:00
About A financial advisory practice of Ameriprise Financial Services, Inc.
Continuum Financial Group cover
Description Financial Advisor, Chartered Financial Consultant.

As professional and dedicated Financial Advisors we work with our clients through consistent, proactive individualized relationships. Our clients look to us help financial solutions for their lifetime or for a life event. To that end we are dedicated to delivering Our Committment to our Clients.

Areas of Focus:
Sustainably Responsible Investing
Tax Planning Strategies
Estate Planning Strategies
Employee Stock Options
Charitable Giving
Retirement Planning Strategies
Investments
Women's Financial Strategies
Domestic Partner Planning

Education:
American College, Chartered Financial Consultant 1999
BSBA, Mankato State University, 1989

Awards & Recognition:
FIVE STAR Wealth Manager1, 2012, 2013
Ameriprise Circle of Success, 2007, 2009, 2011, 2013

1The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review (please note unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate
  • 1530 Greenview Dr SW, Ste 111, Rochester (MN), 55902, United States
  • Get Directions

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