Jennifer Bymark
Financial Advisor at Echelon Wealth Partners A private wealth advisory practice of Ameriprise Financial Services, LLC
- Role
- Financial Advisor at Ameriprise Financial Services, LLC
- Location
- Grand Rapids, MN, US
- LinkedIn followers
- 500 followers
About Jennifer Bymark
What you can expect when you work with me My 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 me, 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.Areas of focus:• Retirement Planning Strategies• Investment Management• Women\'s Financial Strategies• Small Business• Saving for Education• Insurance• Tax Planning Strategies• Social Security Retirement BenefitsPlease visit for important rules and disclosures about how you and I can interact on social media.
Experience
Financial Advisor
Ameriprise Financial Services, LLC
Jan 2012 — Present
As your financial advisor, I want to get to know more than just your financial goals. I want to learn about your dreams for the future. I’ll ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s get started developing a personalized financial plan that can give you the confidence to focus on what matters to you in life. Today and tomorrow. Echelon Wealth PartnersOur Mission: To Bring Profound Impact to the Lives of our Clients, Team Members and the Community.Our Values: Trust, Integrity, ExcellenceAreas of Focus: Retirement Planning StrategiesWomen\'s Financial StrategiesRetirement Income StrategiesWealth Preservation StrategiesCash Flow Management StrategiesSocial Security Retirement Benefits
Education
The College of St. Scholastica
Accounting
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