This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 1999
Areas of focus:
- Business planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Real Estate
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Richard Condiff:
Chartered Retirement Planning Counselor, Senior Financial Advisor, Platinum Financial Services.
I possess the experience and qualifications to help you reach your financial goals.
Financial planning provides direction and meaning to your financial decisions. By viewing each financial decision as part of a whole, you can consider the impact on your entire financial situation - no matter where you are in achieving your goals and dreams. Our unique and collaborative Dream> Plan> Track> (R) approach to financial planning starts with your dreams, not just the numbers. If you are truly serious about planning to make your dreams come true, then engaging in an ongoing financial planning relationship can be the most valuable investment you can make. Ultimately, it means that you and I have one unified plan to help you bring your dreams to life - one that focuses not just on getting you through the day to day, but on future outcomes you hope to achieve.
Compensation and Fee Structures:
Licenses, Certifications & Affiliations:
I am licensed and registered to conduct business in MN.
Based on licenses and registrations I hold, I may also conduct certain business in CO, IL, MO, ND
Bachelors of Science in Finance and Accounting, Moorhead State University, 1998.
Will provide references upon request?
Further information about Ameriprise Financial:
(Size of firm: 0-9 advisors)
Today, we are America's leader in financial planning. We have more than 110 years of history, and offer our clients a broad array of products and services to help them save, spend, invest and protect the things that are important to them. Our unique and collaborative Dream > Plan > Track >(R) approach to financial planning offers each of our clients a one-to-one relationship with one of our more than 10,000 knowledgeable advisors*.
We have more than 2 million individual, business and institutional clients as of December 31, 2008 and reported $372 billion in assets owned, managed and administered*.
* Ameriprise Financial Fourth Quarter 2008 Statistical Supplement, Jan. 28, 2009
Contact Information for Richard Condiff
Phone: (218) 385-3020
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Fax: (218) 385-3041
Address for Richard Condiff:
22 Tousley Ave N
PO Box 118
New York Mills, MN, 56567
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