Brian Herald
Financial Advisor, McGarvey, Herald & Associates, A financial advisory practice of Ameriprise Financial Services, LLC
- Role
- Financial Advisor, Cfp at Ameriprise Financial Services, LLC
- Location
- Powell, OH, US
- LinkedIn followers
- 500 followers
About Brian Herald
Personalized financial and investment strategies Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Experience
Financial Advisor, Cfp
Ameriprise Financial Services, LLC
Jul 2015 — Present · Dublin, OH, US
Education
Ferris State University
Bachelors Degree, Business Administration and Management General
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