Citi Financial

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

David J Pater is a dedicated financial advisor with Ameriprise Financial Services in Wichita, KS, committed to helping clients achieve their financial goals through personalized, one-on-one financial advice. With access to a network of over 10,000 advisors, he provides tailored solutions and regular progress reviews to ensure clients feel confident and in control of their financial futures. David holds several prestigious designations, including Accredited Asset Management Specialist (AAMS) and Accredited Investment Fiduciary (AIF), demonstrating his expertise in various areas of financial planning. His approach focuses on understanding clients' unique needs and values, providing them with the necessary tools to navigate both expected and unexpected financial events. Generated from the website