Mary Shaltis - Ameriprise Financial Services, Inc.

The advisor listed is an Ameriprise financial advisor in Decatur. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I take a holistic approach to the financial planning process. My emphasis is on getting to know clients on a deep and personal level so I can understand their values and needs, as well as their financial situation and goals. By fostering these relationships and following through with high-quality advice and information, I help them create a tailored financial plan that focuses on helping them feel more confident and secure. Our team brings knowledge for this process in a wide array of strategies, including retirement income, asset management, socially responsible investing, protection planning, charitable giving, estate planning, education funding, tax planning, wealth preservation, domestic partner planning, and multi-generational advice for elder parents and young adult children.