Client Satisfaction 5.0 / 5 rating based on 74 reviews
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Mission and Vision

Our Mission

At Odyssey Financial Advisors, our team encourages families and businesses to clearly define their financial goals, instills confidence through financial advice and education, and builds lifelong relationships while enjoying adventures along the way.

Our Vision

Odyssey Financial Advisors guides generations of families to impact the community and create a legacy of brilliance and purpose.

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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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