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Our financial advice team


Jeannie Ilievski, Financial Advisor serving the Merrillville, IN area - Ameriprise Advisors

Jeannie Ilievski

CRPC, RICP®

Financial Advisor

MidCoast Wealth Advisors
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Women's Financial Strategies
  • Intergenerational Planning

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • RICP® Retirement Income Certified Professional®

Awards & recognition

  • Ameriprise Client Experience Award, 2023