Casey Sullivan - Ameriprise Financial Advisor

Casey Sullivan - Ameriprise Financial Advisor Associate Manager ACD, Financial Advisor, Ameriprise Financial Services, LLC Financial Advisor with Ameriprise Financial Services, LLC.

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As interest rates fall, it’s a smart time to review your portfolio.  We can look for opportunities to refine your invest...
11/24/2025

As interest rates fall, it’s a smart time to review your portfolio. We can look for opportunities to refine your investment strategy as the external landscape changes.

The pace of future interest rate cuts could play a major role in shaping equity markets.

As financial advisors, we value being a part of a firm recognized globally for excellence. That’s why We're proud to sha...
11/21/2025

As financial advisors, we value being a part of a firm recognized globally for excellence. That’s why We're proud to share Ameriprise Financial was recognized by TIME as one of the World's Best Companies for 2025.

Learn more about Ameriprise Financial Services, LLC performance in the investment industry: https://bit.ly/3df9a5L

If you’d like to discuss how the latest developments and trends are affecting your stock investments, let’s connect.
07/31/2025

If you’d like to discuss how the latest developments and trends are affecting your stock investments, let’s connect.

4 key themes — both old and new — that are likely to influence stocks in the final quarters of 2025.

Are you among the 52% of parents who overspend on their kids? Deana Healy, Ameriprise Vice President of Financial Planni...
07/01/2025

Are you among the 52% of parents who overspend on their kids? Deana Healy, Ameriprise Vice President of Financial Planning and Advice, shares how to balance your long-term financial goals with the daily realities of being a parent.

A new survey looks at parents who overspend due to guilt as they balance short- and long-term financial goals.

Fact or fiction? Medicare will cover all your health care costs during retirement. Get the truth behind this myth and ot...
06/26/2025

Fact or fiction? Medicare will cover all your health care costs during retirement. Get the truth behind this myth and others.

When mapping out your retirement years, it’s critical to have the right information.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
06/24/2025

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

From chatbots to stock recommendations, generative AI could automate many aspects of your financial life. But is this te...
06/17/2025

From chatbots to stock recommendations, generative AI could automate many aspects of your financial life. But is this technology safe? Get tips on how to take advantage of AI’s benefits and protect yourself from the risks.

Leverage the potential benefits of AI and mitigate the risks.

Can you spot a phishing attempt? Learn how to spot one of the most common types of fraud.
06/11/2025

Can you spot a phishing attempt? Learn how to spot one of the most common types of fraud.

Suspicious message? Don’t take the bait.

Tariffs, inflation and other economic headlines have caused recent market fluctuations. See how you can navigate an unce...
06/04/2025

Tariffs, inflation and other economic headlines have caused recent market fluctuations. See how you can navigate an uncertain landscape: https://bit.ly/41AwGWT.

What will your health care costs be in retirement? Your income, age, health, location and more can all impact your costs...
09/08/2024

What will your health care costs be in retirement? Your income, age, health, location and more can all impact your costs. It’s a lot to consider, but I am here to help you plan for this essential and unavoidable expense.

Learn about retirement health care costs and prepare for expected and unexpected expenses at Ameriprise Financial.

Election volatility is to be expected. But that doesn’t mean it will last. Market turbulence has a history of peaking ah...
09/07/2024

Election volatility is to be expected. But that doesn’t mean it will last. Market turbulence has a history of peaking ahead of an election, then fading back to normal levels thereafter. https://bit.ly/3XtAR4R

If you would like help identifying tax-smart strategies that make sense for your investment portfolio and your overall f...
09/06/2024

If you would like help identifying tax-smart strategies that make sense for your investment portfolio and your overall financial goals, let me know!

Potentially keep more of your investment returns.

Address

929 108th Avenue NE, Ste. 1200
Bellevue, WA
98004

Opening Hours

Monday 8am - 5pm
Tuesday 9am - 5pm
Wednesday 8am - 5pm
Thursday 9am - 5pm
Friday 8am - 5pm

Telephone

+14253724739

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