Steven Pippin - Financial Advisor, Ameriprise Financial Services, LLC - Louisville, Kentucky

Steven Pippin - Financial Advisor at Ameriprise Financial Services, LLC

Steven Pippin, a seasoned financial advisor, serves clients at the Ameriprise Financial Services, LLC office located at 12910 Shelbyville Rd #250, Louisville, KY 40243. With a commitment to understanding and addressing each client's unique financial needs and goals, Pippin offers a comprehensive range of services, setting him apart in the industry.

Main Services

• Personalized Financial Planning: Pippin begins by understanding your current financial situation, short-term needs, and long-term goals. He then creates a tailored financial plan to help you achieve your objectives.
• Investment Management: Pippin provides investment strategies aligned with your risk tolerance and time horizon. He employs a disciplined approach to help manage your portfolio through various market conditions.
• Retirement Planning: Whether you're just starting to save for retirement or nearing retirement age, Pippin can help you develop a strategy to maximize your retirement income and ensure a comfortable lifestyle.
• Estate Planning: Pippin works with you to develop an estate plan that protects your assets and ensures they are distributed according to your wishes. He also helps navigate complex tax implications.
• Insurance Planning: Pippin evaluates your insurance needs and helps you secure the appropriate coverage to protect you, your family, and your assets from potential financial risks.
• Tax Planning: Pippin works with you and your tax professional to develop strategies that help minimize your tax liability and maximize your after-tax income.

Location and Access

The Ameriprise Financial Services, LLC office is conveniently located in the heart of Louisville's East End, adjacent to the scenic Shelbyville Rd. The office is easily accessible via I-64 and I-264, making it convenient for clients from various parts of the city and surrounding areas. The office is situated in a modern, multi-story building with ample parking available for clients. The premises are wheelchair-accessible, with dedicated parking spaces, a wheelchair-accessible entrance, and a wheelchair-accessible toilet.

Public transportation is also an option, with the office situated near several bus stops served by the Transit Authority of River City (TARC).

Featured Characteristics

• Chartered Mutual Fund Counselor (CMFC): Pippin holds the CMFC designation, a professional recognition for expertise in mutual funds and their various uses as investment vehicles. This program was developed in conjunction with the Investment Company Institute and is the only mutual fund designation recognized in the financial services industry.
• Comprehensive Advice: Pippin provides one-to-one financial advice based on your goals and needs. Regular meetings are held to review your goals, progress, and investments, ensuring your financial plan remains on track.
• Digital Tools: Clients have anytime access to their investments and digital tools to help them stay informed and engaged in their financial planning process.

Practical Information

• Address: 12910 Shelbyville Rd #250, Louisville, KY 40243, United States
• Phone: 5024895460
• Website: ameripriseadvisors.com
• Hours: Monday-Friday, 8:30 AM - 5 PM (EST). Appointments recommended.

Client Testimonials

While there are currently no reviews for Steven Pippin on Google My Business, clients can expect personalized, comprehensive, and professional financial advice tailored to their unique needs and goals. Pippin's commitment to ongoing education, as evidenced by his CMFC designation, ensures that clients receive up-to-date and relevant financial guidance.

His convenient location, wheelchair-accessibility, and commitment to digital tools for client engagement further demonstrate Pippin's dedication to providing exceptional service and support to his clients.