Terry Smallwood, CRPC Ameriprise Financial Advisor

Terry Smallwood, CRPC Ameriprise Financial Advisor Financial Advisor, Cardinal Pointe Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

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250 W Main St Ste 2530
Lexington KY, 40507-1757

Happy Labor Day! Wishing you a well-deserved day of rest and appreciation.
09/07/2026

Happy Labor Day! Wishing you a well-deserved day of rest and appreciation.

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow ...
09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

08/31/2026

Your goals are the destination; we help create the roadmap to get there.

Every financial journey is different, having a clear plan can make all the difference along the way. From where you are today to where you want to be tomorrow, we’re here to help you navigate the path forward. Ready to map out what’s next? Let’s start the conversation.

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Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
08/28/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

Today, we celebrate Women's Equality Day and recognize the women whose voices, leadership, and contributions help shape ...
08/26/2026

Today, we celebrate Women's Equality Day and recognize the women whose voices, leadership, and contributions help shape our communities every day. Here’s a world where every woman's voice is heard and valued.

We’re proud to be recognized as a Quantum Certified Workplace ✨ This designation reflects our ongoing commitment, effort...
08/24/2026

We’re proud to be recognized as a Quantum Certified Workplace ✨ This designation reflects our ongoing commitment, effort, and initiatives designed to sustain a culture where employees feel supported and teams thrive. Thank you to our incredible team for helping us build the kind of workplace we strive to be.

To honoring the generations who have paved the way for us all. This Senior Citizens Day, we're celebrating the value of ...
08/21/2026

To honoring the generations who have paved the way for us all. This Senior Citizens Day, we're celebrating the value of experience and helping individuals and families build retirement strategies designed for confidence, purpose, and lasting impact. At Cardinal Pointe Financial Group, we are here to help every step of the way.

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solution...
08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

Retirement planning evolves over time. Understanding key milestones at every stage can help you make informed decisions ...
08/19/2026

Retirement planning evolves over time. Understanding key milestones at every stage can help you make informed decisions and stay focused on your long-term goals. Read the article below to gain a better understanding of how each milestone can help bring you closer to the retirement lifestyle you envision. Group

Article: https://bit.ly/4wFrr4z

Retirement decisions can be complex, but understanding your benefits doesn't have to be. Join our upcoming webinar to ex...
08/17/2026

Retirement decisions can be complex, but understanding your benefits doesn't have to be. Join our upcoming webinar to explore Social Security, retirement and survivor benefits, and Medicare essentials. Gain knowledge to help you make confident decisions for the future.

Visit our website to register: https://bit.ly/4gi3k5W

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Address

250 W Main Street, Suite 2530
Lexington, KY
40507

Opening Hours

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

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