Joe Kurelic - Ameriprise Financial Services, Inc.

8300 Dunwoody Pl Ste 240
Atlanta GA 30350
Reviews
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Opening Hours

  • Mon: 8am-6pm
  • Tue: 8am-6pm
  • Wed: 8am-6pm
  • Thu: 8am-6pm
  • Fri: 8am-6pm

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The advisor listed is an Ameriprise financial advisor in Atlanta. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. My clients are focused on their careers, families, and personal lives. I believe they see value in the process we've developed and understand the importance of regularly scheduled reviews to help keep their finances on track. I'm here to offer advice when the unexpected happens as well. I strive to offer clients advice to help them avoid the pitfalls and decisions they might have made without someone to bounce those unexpected decisions off of. My Process: • Help them identify and prioritize their goals they have for family and finances • Together, develop a plan with recommendations to pursue those goals • Track client's progress over time and help adjust the plan based on life changes: birth of a child, home purchase, care of a relative, job transition, benefits change, inheritance, marriage or divorce