Monica Hensley - Ameriprise Financial Services, Inc.

Informations générales

I understand busy lifestyles and juggling commitments and activities from one day to the next. I know what it's like to be a hard-working and busy professional, which is why I do what I can to make it easier for my clients to work with me. I offer flexibility, personalized service and a comprehensive approach to financial planning. I help my clients plan to accomplish their dreams and goals. With plans in place, they can have more time to enjoy with their families, friends, hobbies or careers, with fewer nagging financial concerns.

Areas of Focus:
Retirement Income Strategies
Divorce Financial Planning
Small Business
Tax Planning Strategies
Saving for Education
Estate Planning Strategies
Women's Financial Strategies
Insurance
Charitable Giving

I am licensed and registered to conduct business in CA. Based on licenses and registrations I hold, I may also conduct business in OR, AZ, MN, CO, TX, WI, NV.

CA Insurance #0733484

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit Ameriprise.com/social for more important disclosures and information.