About Ameriprise Financial Services, LLC - Barry L. Oxton, CPA (inactive), CRPC
You are not just another face in the crowd
You are unique, and so are your financial goals. Thats why I take the time to understand whats truly important to you.
I can help you prepare for whatever life brings both the expected and the unexpected with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.
I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. Working together, I can help you feel more confident, connected, and in control of your financial life.
Areas of Focus
- Retirement Planning Strategies
- Estate Planning Strategies
- Insurance
- Tax Planning Strategies
- Investments
Qualification
- Certified Public Accountant (CPA - inactive status )
- Chartered Retirement Planning Counselor (CRPC)
- FINRA Series 7 & 66