Investment Planning Corp 4/4/85 Merged

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 help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.

Joe Kurelic is a financial advisor at Ameriprise Financial Services in Atlanta, GA, offering personalized financial advice to help clients achieve their financial goals. With a team of qualified professionals, Kurelic specializes in various areas, including investment strategies, estate planning, and retirement planning. His extensive qualifications include multiple accreditations such as Accredited Asset Management Specialist (AAMS), Certified Financial Planner (CFP), and Chartered Financial Analyst (CFA), reflecting a commitment to high standards of ethics and expertise in the financial planning field. Kurelic's approach integrates advanced knowledge in asset management, risk assessment, and client relationship effectiveness to provide tailored financial solutions. Generated from the website