Tim Davis, CFP, CRPC

Tim Davis, CFP, CRPC Financial Advisor, Ameriprise Financial Services, LLC Want to free up your time and enjoy life fully? That's where I shine. Forget the 9-to-5 mentality.

Building Your Dream Future

I am your financial advisor, helping you craft a personalized financial plan (blueprint) for the life you envision. Just like an architect, we'll work together, sketching your aspirations, then translating them into a solid financial plan. It's not just a document gathering dust on a shelf; it's a living, breathing strategy, reviewed and adjusted to navigate life's inev

itable twists and turns. Whether you're a busy entrepreneur or a family planning for the future, I'm here to take the financial planning burden off your shoulders. With me as your financial advisor, you can focus on what truly matters while I take on the responsibility of focusing on your financial foundation remaining strong and more secure. So, ditch the confusion and step into financial freedom. I have tools to be accessible for you 24/7, because your financial well-being deserves unwavering dedication. Whether you're seeking financial freedom, a smoother path to retirement, or simply more peace of mind in managing your wealth, your success is my blueprint, and every fiber of it rests on my commitment to you. Ready to craft the financial plan blueprint for your dream life? Schedule a complimentary initial consultation today and let's look to turn your aspirations into reality.

Consistency often beats “perfect timing.” When markets feel uncertain, I can help you stay invested and feel confident i...
04/13/2026

Consistency often beats “perfect timing.” When markets feel uncertain, I can help you stay invested and feel confident in your plan. Let’s talk.

Even years with positive returns can include meaningful drawdowns. I can guide you through the volatility and keep your ...
04/12/2026

Even years with positive returns can include meaningful drawdowns. I can guide you through the volatility and keep your focus on long-term goals. Let’s talk.

04/11/2026

Learn more about why market turbulence may obscure longer-term positives
in this report from the Ameriprise Investment Research Group.

Tax season tip 💡​If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible...
03/26/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

Tax season reminder 📅​You may still be able to make certain retirement contributions for last year before Tax Day — pote...
03/19/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

03/18/2026

Your business equity touches everything— growth, taxes, and your personal future. We can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.

Tax season reminder 📋​Your charitable donations — from cash to clothing — may be deductible and could help lower your ta...
03/12/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
03/06/2026

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

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

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​An HSA may offer:​✅ Contributions that ...
03/05/2026

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​

An HSA may offer:​
✅ Contributions that may be taxable​
✅ Tax-deferred growth​
✅ Tax-free withdrawals for qualified medical expenses​

An HSA can support both today’s healthcare costs— and tomorrow’s planning.

What would make you say, “Yep…this is the retirement I pictured”? Reach out, and we’ll build a strategy to help support ...
03/04/2026

What would make you say, “Yep…this is the retirement I pictured”? Reach out, and we’ll build a strategy to help support the life you want – not just the number you need.

02/26/2026

Smart business owners don’t just offer retirement plans, they use them to cut taxes, attract talent, and grow long-term value. Discover how we help small businesses do it right.

Address

2021 New Road
Linwood, NJ
08221

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+16095520051

Website

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