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Carol R. Breglio, CFP®

Breglio & Associates, A financial advisory practice of Ameriprise Financial

2438 Research Pkwy
Ste 205
Colorado Springs, CO 80920
Phone: (719) 694-8002

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Household Income Minimum: $80,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Government & Military
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Insurance
  • Retirement
  • Starting a Family
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

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.