Steve D Rand, CFP

Steve D Rand, CFP Financial Advisor and Vice President at Ameriprise Financial Services LLC How will you be brilliant? I can help. I’m here to help you live the life you’ve earned.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals. When you have the right advisor, li

fe can be brilliant. Areas of Focus

•Retirement Income Strategies
•Investments
•Insurance
•Retirement Planning Strategies
•Wealth Preservation Strategies

Qualifications

•CFP® CERTIFIED FINANCIAL PLANNER™ practitioner


Steve D Rand is licensed and registered to conduct business in OH. Based on licenses and registrations I hold, I may also conduct business in KY, NC, PA, MI, AZ, CA, IL, VA, MO, TN, FL, CO, WA. CA Insurance

Happy First Day of Autumn! What’s your favorite fall treat?
09/22/2021

Happy First Day of Autumn! What’s your favorite fall treat?

With each generation, people are starting to save for retirement sooner. Do you remember when you started?
09/17/2021

With each generation, people are starting to save for retirement sooner. Do you remember when you started?

Gen Z started saving for retirement at 19, millennials at 25, Gen X at 30, and baby boomers at 35. Gen Z has a head start.

As you approach retirement age and beyond, what will you do to stay young at heart?
09/15/2021

As you approach retirement age and beyond, what will you do to stay young at heart?

Tag the hardest-working person you know in the comments and let's honor them today!
09/06/2021

Tag the hardest-working person you know in the comments and let's honor them today!

Under a provision included in both Senate and House retirement bills, "catch-up contributions" would be expanded. See if...
08/27/2021

Under a provision included in both Senate and House retirement bills, "catch-up contributions" would be expanded. See if you could benefit from this proposed change.

Under a provision included in both Senate and House retirement bills, so-called "catch-up contributions" would be expanded.

Achieving goals can take careful planning. What actions are you taking today to reach your goals tomorrow?
05/13/2021

Achieving goals can take careful planning. What actions are you taking today to reach your goals tomorrow?

Happy Mother’s Day to all moms, everywhere, for everything you do!
05/09/2021

Happy Mother’s Day to all moms, everywhere, for everything you do!

How do you plan to commemorate Earth Day this year?
04/22/2021

How do you plan to commemorate Earth Day this year?

Staying focused on the long-term is the key to reaching your financial goals.
04/14/2021

Staying focused on the long-term is the key to reaching your financial goals.

It’s National Retirement Planning Week! Whatever your ideal retirement looks like, we can help you plan for it.
04/13/2021

It’s National Retirement Planning Week! Whatever your ideal retirement looks like, we can help you plan for it.

What’s one financial concept you wish you knew more about?
04/02/2021

What’s one financial concept you wish you knew more about?

Spring has sprung! What are you hoping to accomplish this season?
03/20/2021

Spring has sprung! What are you hoping to accomplish this season?

Address

6515 Longshore Loop
Dublin, OH
43017

Opening Hours

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

Website

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