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Home > Financial Planner Directory > New York > Hartsdale > Marcia S. Kaplan, CFP®, CRPC®
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Marcia S. Kaplan, CFP®, CRPC®

Ameriprise Financial Services, Inc.

80 E Hartsdale Ave
Suite 104
Hartsdale, NY 10530-2814
Phone: (914) 289-0700
Fax: (914) 289-0026

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Banking
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • 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.