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Rosemary M. DeHaven, CFP®

Ameriprise Financial Services, Inc.

1250 S Capital of Texas Hwy
Bldg 2, Ste 240
Austin, TX 78746
Phone: (512) 328-5235
Fax: (512) 306-8073

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Household Income Minimum: $150,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • 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.