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Brandon J. Miller, CFP®, CLU®

Jordan,Miller & Associates,A Financial Advisory Practice of Ameriprise Financial

44 Montgomery St
No 4210
San Francisco, CA 94104
Phone: (415) 623-2450
Fax: (415) 392-0967

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges

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