Meet your Investment Team!
F&M Bank, as part of our service commitment to our customers, is proud to be partnered with Carlson Advisors, a financial advisory practice of Ameriprise Financial Services, Inc.*
As a valued client, you now have access to an Ameriprise advisor who can help you plan to build a more confident financial future.
Areas of Expertise:
Financial Planning Retirement Planning Strategies Estate Planning Wealth Preservation Strategies Insurance Charitable Giving Strategies Investments
To learn more contact:
Rick Carlson, Financial Advisor
Martha Klatt, Financial Advisor
*Not federally insured. No financial institution guarantee. May lose value. Ameriprise financial and the financial institution are not affiliated. Ameriprise financial and its affiliates do not offer tax or legal advice. Investment advisory products and services are made available through Ameriprise financial Services, Inc, a registered investment advisor. Ameriprise Financial Services, Inc. Member FINRA and SIPC.
|