Albert M. Stanton

Financial Advisor at Ameriprise Financial Services, LLC

Role: Managing Partner at Comprehensive Strategies Wealth Management Consultants
Location: Sandwich, MA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Albert M. Stanton

Please visit for important rules and disclosures about how you and I can interact on social media. Financial Advisor Comprehensive Strategies Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC

Experience

Managing Partner
Comprehensive Strategies Wealth Management Consultants
Jan 2020 — Present

Education

Southern New Hampshire University
Bachelor's Degree

Contact information

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•••••@comprehensive-strategies.com
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Current company

Comprehensive Strategies Wealth Management Consultants

Financial Services · 5 employees · Founded 1999 · Sandwich, Massachusetts, United States

We partner together closely with our clients and use our collective wisdom to create individual and well-thought-out financial strategies designed to help enable growth and protection of wealth. Our personalized service and dedicated team approach nurtures long-lasting relationships that have spanned generations. You can also expect us to help add discipline and objectivity to your financial plan. Whether it\'s estimating the cost of a college education, determining how much you\'ll need for retirement, or rebalancing your portfolio, we can help you develop a sound financial plan for the future. We will work with you to understand your specific financial goals, risk tolerance, time horizon and investment preferences. Based on that understanding, we can- Develop an integrated, personalized investment program based on your financial goals- Provide investments that match your objectives and suggest an appropriate asset mix for your portfolio- Diversify your assets to properly balance risk and enhance return potential- Manage the impact of taxes and inflation on your investments- Rebalance your investments periodically to maintain your desired asset allocation- Review regular, detailed reporting on your portfolio\'s activity and performance. Securities and Advisory Services Offered through Cetera Advisors LLC, Member FINRA/SIPC a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other entity.

comprehensive-strategies.com

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About Albert M. Stanton

Experience

Managing Partner

Education

Southern New Hampshire University

Find verified contacts for anyone on LinkedIn