Michael D Cassidy - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bloomington, MN area, Michael D Cassidy will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Michael D Cassidy - Private Wealth Advisor, Ameriprise Financial Services, LLC
8300 Norman Center Dr, Bloomington, MN
55437, United States
Frequently Asked Questions About Michael D Cassidy - Private Wealth Advisor, Ameriprise Financial Services, LLC
Who is Michael D Cassidy and what services does he offer?
Michael D Cassidy is a Private Wealth Advisor with Ameriprise Financial Services in Bloomington, MN. He offers financial planning, investment services, and consulting including domestic partner planning, tax planning strategies, retirement and estate planning, employee stock options, executive compensation strategies, and insurance.
Where is Michael D Cassidy's office located?
His office is located at 8300 Norman Center Dr, Ste 550, Bloomington, MN 55437, USA.
How can I contact Michael D Cassidy for financial advice?
You can contact Michael D Cassidy by phone at +1 952-767-5547 or via email at MICHAEL.CASSIDY@ampf.com.
Does Michael D Cassidy offer online or onsite appointments?
Yes, Michael D Cassidy offers both online appointments and onsite services to clients.
What professional certifications does Michael D Cassidy hold?
He holds certifications including CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant), and APMA (Accredited Portfolio Management Advisor).
Where can I find more information about Michael D Cassidy's professional background?
More information can be found on his LinkedIn profile at https://www.linkedin.com/in/michaeldcassidy and on FINRA's BrokerCheck website for official credentials.
What languages does Michael D Cassidy speak?
Michael D Cassidy speaks English.
What financial services providers are located near Michael D Cassidy's office?
Nearby financial services providers include The McNamara Anderson Group - Morgan Stanley, Morgan Stanley Financial Advisors, James H. Lannan - Morgan Stanley, and Merrill Lynch Wealth Management, among others.
Are there mortgage lenders close to Michael D Cassidy's office?
Yes, Bank of America Mortgage is located nearby, which may be convenient for clients seeking mortgage lending in addition to financial advising.
What other professional services and educational institutions are near Michael D Cassidy's office?
Nearby you can find Rasmussen College - Twin Cities Office, Aon Risk Services Inc, Tata Consultancy Services, and Collegis Education, which offer educational and professional services that might interest clients in the area.