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Marie Accunzo, CFP®

Ameriprise Financial Services, Inc.

5927 Balfour Ct
Ste 207
Carlsbad, CA 92008-7377
Phone: (760) 607-0284
Fax: (760) 804-9579

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.