Advisor photo for Levent Bayrasli

Levent Bayrasli

CFP®, CRPC, APMA

Private Wealth Advisor
Managing Partner of
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

What our clients have to say

In 2004 I found that stock options received from a previous employer had to be exercised or they would be lost. I did not have a broker to conduct this transaction, so a close friend suggested I contact Levent. I did, he handled the transaction for me, and the result has been a 20 year relationship.

In 2015, after monitoring our 401K accounts for several years, Levent advised that we were able to retire in 2015 with no reduction in our standard of living we enjoyed based upon a combination of the value of our 401K accounts and anticipated Social Security income.

In May of 2015 we retired and moved to Pennsylvania. We moved our 401K accounts to IRAs with Levent. Our first meeting with Levent and his team focused on determining our need regarding fixed income and an appetite for risk for growth of our investments. We also established our monthly income need and ultimate goals such as leaving a legacy for our grandchildren.

-Harry & Joanne K.

This testimonial was provided by a client of Ameriprise Financial Services, LLC, and is unpaid. The experience highlighted may not be representative of the experience of other clients and is not a guarantee of future performance or success. As a client of Ameriprise Financial you may work with different financial advisors over time.

Levent Bayrasli, Private Wealth Advisor and Managing Partner with Rose Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC in Easton, PA. Ameriprise Financial cannot guarantee future financial results. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.

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Financial guidance for the whole family

When it comes to financial wellness, the whole family deserves a seat at the table. We are dedicated to understanding and meeting the unique financial goals of each generation. We specialize in crafting personalized financial strategies that resonate with the varied aspirations of both younger and older family members.

Our approach involves engaging each generation in meaningful conversations about their distinct financial priorities. Whether it’s planning for education, retirement or personal investments, we ensure every voice is heard and every goal is addressed.

We also emphasize the importance of financial literacy across generations, empowering each family member to make informed decisions for their future. For a tailored, multi-generational financial planning experience, we are ready to assist.

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