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Steven M. Rivard, CFP®, MBA, CRPC

Ameriprise Financial Services, Inc.

9545 Kenwood Rd
Ste 200
Cincinnati, OH 45242
Phone: (513) 247-1558
Fax: (877) 663-9170

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

Considerations: Comprehensive financial planning is compensated by flat-fee only. Implementation of plans may entail fees or commissions.

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