Sarah Dunckel - Private Wealth Advisor, Ameriprise Financial Services, LLC

Sarah Dunckel - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bath, ME area, Sarah Dunckel will take… Read more

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Sarah Dunckel - Private Wealth Advisor, Ameriprise Financial Services, LLC
2 Front St, Bath, ME
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Additional Business Details

Specialties

Investment Management, Investments, Sustainable and Responsible Investing, Financial Planning for Small Business, Wealth Preservation Strategies, Tax Planning Strategies, Estate Planning Strategies, Intergenerational Planning, Social Security Retirement Benefits, Retirement Planning Strategies, Retirement Income Strategies, Consulting on potential benefits and risks of IRA rollovers, Charitable Giving Strategies, Insurance, Cash Flow Management Strategies, Saving for Education, Domestic Partner Planning, Women's Financial Strategies

Email

sarah.3.dunckel@ampf.com

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