Hello! I recall someone had posted a financial planner familiar with our benefits. Can someone recommend such a planner, one preferably located in Chesterfield? Thanks in advance!
Thomas D. replied:
Leonard Levitch with Ameriprise is one of there top performers and has been great for me. He will meet with you at your home or his office and lives in Chesterfield. Give him a call at 804 249-7520
Terry J. replied:
Jeff Rohr, Ameriprise Financial planners in Midlothian is very familiar with PM and works with many PM folks.