Ameriprise Financial Services, Inc. – Barbara Case
Barbara A. Case, APMA® CRPC®
Financial Advisor
Vice President
Phone: 617.912.3143
Toll Free: 800.862.9145
Fax: 855.346.4093
Mobile: 781.910.5428
www.ameripriseadvisors.com/barbara.case
I am not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We will begin with a straightforward conversation about your financial goals. I am here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers.
