Mark Fontana - Financial Advisor, Ameriprise Financial Services, LLC - Concord, New Hampshire

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Mark Fontana – A Dedicated Financial Advisor

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For individuals and families seeking comprehensive financial planning and expert guidance, Mark Fontana of Ameriprise Financial Services, LLC, presents a dependable resource. Located at 210 Rumford St, Concord, NH 03301, United States, Mr. Fontana offers personalized services designed to meet diverse financial goals. His commitment to client success is evident in his approach and the support he provides. He is a registered representative of Ameriprise Financial Services, LLC, and operates under their guidelines and regulatory oversight. This ensures clients receive a high standard of service and access to a wide range of financial products and services.

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About Mark Fontana

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Mark Fontana specializes in assisting clients in navigating the complexities of their financial lives. He understands that everyone’s situation is unique, and he takes a tailored approach to developing strategies. His core expertise lies in crafting robust financial plans that encompass retirement planning, investment management, education funding, estate planning considerations, and insurance needs. He prioritizes building strong, long-term relationships with his clients based on trust and open communication. Mr. Fontana’s professional journey has been focused on understanding the evolving needs of his clients and adapting his strategies accordingly. He continually seeks to expand his knowledge and expertise to better serve his clientele.

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Contact Information & Services

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Clients can readily connect with Mark Fontana through the following channels:

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• Phone: 2396891264

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• Website: ameripriseadvisors.com

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• Address: 210 Rumford St, Concord, NH 03301, United States

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Mr. Fontana offers a suite of services designed to cater to various needs. These include:

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• Financial Planning: Development of personalized financial plans addressing short-term and long-term objectives.

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• Investment Management: Strategic investment portfolio construction and ongoing management.

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• Retirement Planning: Strategies for maximizing retirement savings and income.

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• Education Funding: Assistance with planning for college expenses.

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• Estate Planning: Guidance on estate planning matters, including wills and trusts.

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• Insurance Planning: Recommendations for appropriate insurance coverage (life, disability, long-term care).

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Furthermore, Mr. Fontana offers convenient online appointments, providing flexibility for clients who prefer virtual consultations. On-site services are also available for those who prefer face-to-face meetings. He understands the importance of accessibility and strives to accommodate his clients’ schedules and preferences. The office is equipped with a wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating a commitment to inclusivity. Restrooms are also provided for client convenience. Appointments are recommended to ensure dedicated time and attention to each client's individual circumstances. This ensures a more thorough and productive discussion.

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Client Feedback & Reputation

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Currently, Mark Fontana’s business on Google My Business has 0 reviews. This limited feedback highlights the importance of clients sharing their experiences to help others make informed decisions. The average opinion is 0/5, reflecting the need for more client testimonials. However, his dedication to client service and his extensive experience within Ameriprise Financial Services speak to his commitment to delivering quality advice.

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Key Characteristics & Strengths

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Characteristic	Description
Expertise	Extensive knowledge of financial planning principles, investment strategies, and regulatory compliance.
Personalized Approach	Tailored financial plans designed to meet individual client needs and goals.
Client-Focused	Prioritizes building strong client relationships based on trust and open communication.
Accessibility	Offers online appointments and on-site services for convenient client interaction.

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Ultimately, Mark Fontana at Ameriprise Financial Services, LLC, represents a reliable and experienced professional dedicated to helping clients achieve their financial aspirations. His location in Concord, New Hampshire, combined with his diverse service offerings, makes him a valuable resource for individuals and families seeking sound financial advice. He consistently strives to provide insightful guidance and support throughout the financial journey.

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"summary": "Mark Fontana is a Financial Planner at Ameriprise Financial Services, offering personalized financial advice and planning services to clients in Concord, NH. Despite limited reviews, his expertise and commitment to client relationships make him a dependable resource.",
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