Find the Certified Financial Planner™
Who's right for you.

Mr. Richard J. Moller, Jr., CFP®, MBA, ChFC

Ameriprise Financial Services, Inc.

1925 Newark-Granville Rd
Granville, OH 43023
Phone: (740) 587-1592
Fax: (740) 587-2832

Toll-free: (888) 313-3632

Household Income Minimum: $50,000
Investable Asset Minimum: $50,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Business Taxes
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes

 

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.