Casey Frye
Financial Advisor @Ameriprise Financial Services, LLC
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WORK HISTORY
Financial Advisor @Ameriprise Financial Services, LLC
Putting clients first; it’s what we do We get to know our clients’ needs and provide personalized advice for today’s challenges and tomorrow’s goals. We are committed to providing advice in your best interest, and we’re proud to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in:\"Unbiased, puts my interest first\"\"Investment ideas knowledgeable, timely, and tactical\"\"Offers personal financial advice\"Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.Areas of Focus•Retirement Planning Strategies•Investments•Wealth Preservation Strategies•Tax Planning Strategies•Estate Planning Strategies•Saving for Education•Insurance•Charitable Giving
EDUCATION
Friends University
Bachelor's degree, Organizational Leadership
Doane University
Master's degree, Business, Management
ABOUT CASEY FRYE
What you can expect when you work with usOur purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with us, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress, and investments.Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.Please visit for important rules and disclosures about how you and I can interact on social media.
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