Margaret Graff - Ameriprise Financial Services, Inc.

999 Peachtree St NE Ste 2820
Atlanta GA 30309
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Opening Hours

  • Mon: 9am-5pm
  • Tue: 9am-5pm
  • Wed: 9am-5pm
  • Thu: 9am-5pm
  • Fri: 9am-5pm

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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. I aspire to be brilliant in three specific areas. Retirement planning. When you can retire with confidence, know how much you can afford to spend, and how you can realize your dreams. Wealth management. Helping you manage your portfolio in the manner that is appropriate to your needs, your tax situation, and your risk tolerance. Helping you engineer the transition of your wealth to the next generation. Finding opportunities to lower your taxes during your lifetime and for your heirs. Philanthropy. How much you can afford to give, consistent with your other financial and legacy goals, during your lifetime and at your death. How to vet a charity. Tax-wise methods of giving. Consistent with the philosophy of Ameriprise Financial, I remain committed to holistic financial planning. I anticipate that clients who feel that they have not yet reached the level of financial independence that they desire will be interested in learning more about how financial planning could be of benefit to them.