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McGarvey & Associates

A financial advisory practice of Ameriprise Financial Services, LLC

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If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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Personalized advice

Your financial goals are unique to you. Learn how we can help you achieve them.
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Anytime online access

Access your accounts, track your progress, and connect with us using digital tools from Ameriprise.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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2024 U.S. presidential election: Impact on investors

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Events

Family Love Letter

NOV 19, 2024 / 12:00 PM - 1:00 PM

During this complimentary session, we’ll discuss:

- What the Family Love Letter Is

o A roadmap for the next generation

o Stories, hopes, & desire…in the event of incapacity or loss

o The link to the “voice of family dynamics”

- What is the purpose?

o To preserve relationships

o Provide security

o This is not a legal document but a SYSTEM to gather information

o The longer we live, the longer, deeper and wider our paper trail

View all events

To achieve your financial goals and preserve your assets, it’s important to prepare for the unexpected. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs. Whatever life sends your way, you can feel better knowing you are protecting yourself and your loved ones.

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial clients receive advice that is personalized to their financial goals. Because of this, 9 out of 10 of our clients are likely to recommend the experience to friends or family. Begin your journey with us today: https://www.ameriprise.com/financial-planning (0:30)

Financial Advisors Who Understand You and the Markets

Financial Advisors Who Understand You and the Markets

Clients rate Ameriprise a 4.9 out of 5 for overall satisfaction because our financial advisors understand their goals, as well as the markets. Find an advisor today: https://www.ameripriseadvisors.com/ (0:15)

Traditional vs Roth IRAs

Traditional vs Roth IRAs

When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are a strategic tool for long-term financial planning. Learn about the key differences between the two most common types of individual retirement accounts - Traditional IRAs and Roth IRAs. (2:27)

Disinherit the IRS

Disinherit the IRS

The IRS could be an unintended heir of your assets. See how a strategy using life insurance can help you disinherit the IRS. (2:29)

Paying for college: What financial steps should you take?

Paying for college: What financial steps should you take?

From financial aid and funding sources to student loans and tax incentives, here are eight key considerations that can help you make informed decisions when preparing to pay for college. (3:06)