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Billie Pettey - Ameriprise Financial Services
Recommendations & Reviews
About us
Whether it’s a long way off, fast approaching, or already a reality, you have dreams and goals for your retirement. I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs. Nothing is more gratifying than seeing my clients achieve a confident retirement.
Retirement Planning Strategies
Charitable Giving
Retirement Income Strategies
Wealth Preservation Strategies
Tax Planning Strategies
I am licensed and registered to conduct business in TX.
Based on licenses and registrations I hold, I may also conduct business in KS, CO, CA, NM & TN.
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 www.ameriprise.com/social for more important disclosures and information.
Retirement Planning Strategies
Charitable Giving
Retirement Income Strategies
Wealth Preservation Strategies
Tax Planning Strategies
I am licensed and registered to conduct business in TX.
Based on licenses and registrations I hold, I may also conduct business in KS, CO, CA, NM & TN.
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 www.ameriprise.com/social for more important disclosures and information.
Hours of operation
Monday8:00AM - 4:00PMTuesday8:00AM - 4:00PMWednesday8:00AM - 4:00PMThursday8:00AM - 4:00PMFriday8:00AM - 4:00PM
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Recommendations and reviews from 1 person
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Referral from
January 4, 2017
Grover I. asked:Greetings all...looking for a solid/reputable financial planner/advisor in the Collegeville/Phoenixville area. Any suggestions would be greatly appreciated. Feel free to inbox me as well. ThanksMonica B. replied:Chris Townsley, http://www.ameripriseadvisors.com/christopher.d.townsley/?cid=IP_local_google
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