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Our Pick - Allan J. Proske, CFP
04/30/2011
Allan J. Proske, CFP
Senior Financial Advisor
Ameriprise Private Wealth Advisor
22 Jackson Mills Rd
Freehold, NJ 07728-8097
(732) 462-7024
Allan.j.proske@ampf.com
www.ameripriseadvisors.com/allan.j.proske
“It starts with your dreams,” says Allan J. Proske, Senior Financial Advisor at Ameriprise, “then we look at the numbers.” Allan and his team have been helping clients maintain and expand their assets for over 18 years, and he understands how the economy has affected investors and their portfolios.
Allan and his partner, fellow Ameriprise Financial Advisor Craig Laday, take the time to collaborate with their clients, making sure they understand every aspect of their financial situation, and then advise them step-by-step on how to achieve their goals. “Your consultation will include a review of your existing financial situation and potential opportunities, gaps or general strategies,” Craig says. The team at Ameriprise uses a variety of techniques to provide the best options in today’s market, and the end result is a fresh perspective on how to get the best short term and long term results for their clients. “As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs. You will have greater peace of mind knowing that you have a plan in place as your life changes.”
Maybe the most important thing to a client is putting their kids through college, or saving for retirement, or maintaining their estate. Whatever it may be, Ameriprise then tailor specific recommendations using their team’s capabilities and resources. “We do all we can to get the client to where he or she wants to be, when they want to be there,” Allan says. As one of the most qualified and credentialed Private Wealth Advisors in the industry, Allan brings his experience, passion and integrity to every portfolio.
“I feel like my passion for financial planning really sets me apart,” sums up Allan. He regards each investor as he would a member of his own community and treats every portfolio with care and dedication. “And it’s the way we treat our clients. We create deep and long lasting relationships with them.We’re all one big family here.”
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