Financial planner Susan Giroux – Private Wealth Advisor, Ameriprise Financial Services, LLC 188 N Main St #3, Concord, NH 03301

Welcome to Ameriprise Financial Services, where Financial Planner Susan Giroux specializes as a Private Wealth Advisor, dedicated to helping clients achieve their financial goals. Located at 188 N Main St #3 in Concord, NH, Susan provides tailored financial planning services, including investment strategies, retirement planning, and wealth management. To learn more about how Susan can assist you in securing your financial future, feel free to call (603) 226-3537 or visit her website.

Services Offered

Susan Giroux offers a range of financial planning services to meet your individual needs, including:

Comprehensive Wealth Management
Investment Planning
Retirement Planning
Tax-Efficient Strategies
Estate Planning

How Engagements Work

Engaging with Susan is straightforward. During your initial consultation, she will review your financial situation, understand your goals, and create a personalized plan tailored to your needs. Be prepared to discuss your income, expenses, assets, and liabilities to ensure a comprehensive understanding of your financial landscape.

What Documents to Bring

When visiting for your consultation, it’s helpful to bring the following documents:

Recent tax returns
Investment account statements
Retirement account information
Insurance policies
Any existing financial plans or documents

Location Information

Visit us at: 188 N Main St #3, Concord, NH 03301. For directions, check Google Maps.

Frequently Asked Questions

What is a Private Wealth Advisor? A Private Wealth Advisor is a financial professional who provides personalized financial planning and investment advice tailored to high-net-worth individuals.
How can I prepare for my first meeting? Bring relevant financial documents and be ready to discuss your financial goals and concerns.
What types of clients do you work with? Susan works with individuals, families, and business owners looking for comprehensive financial planning and investment management.
Do you offer retirement planning services? Yes, retirement planning is one of the key services provided, focusing on strategies to build and protect your retirement savings.
Are your services only for high-net-worth clients? No, while Susan specializes in high-net-worth advising, she welcomes clients from various financial backgrounds.
How often will we meet to discuss my financial plan? Meetings can be scheduled regularly, depending on your needs, but typically occur annually or semi-annually.
What is the fee structure for your services? Fees may vary based on the services provided; Susan will discuss this during your initial consultation.
Can you help with tax planning? Yes, part of the wealth management process includes tax-efficient strategies to help minimize your tax liability.

Informational only — not legal, financial, or insurance advice.

Financial planner Susan Giroux – Private Wealth Advisor, Ameriprise Financial Services, LLC
188 N Main St #3, Concord, NH 03301
(603) 226-3537
https://www.ameripriseadvisors.com/susan.m.giroux/

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