Jeremy Heller, CFP, CRPC, APMA

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Radnor, PA
Jeremy Heller, CFP, CRPC, APMA

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Financial Advisor

RidgePoint Financial Partners™
A private wealth advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

11/02/2026

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

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

11/01/2026

Don't forget . . .

With an extra hour this weekend, it's a great excuse to check in on your finances. Revisit your contribution rate, confirm your beneficiaries, or make sure your year-end goals are still on track.

Enjoy the extra hour. When you're ready to talk, I'm here.

10/31/2026

Wishing everyone a safe and happy Halloween!

Whether you're passing out candy, trick-or-treating with family or just enjoying the fall season, I hope your day is full of fun, laughter and a few sweet surprises.

10/26/2026

Tax-loss harvesting doesn’t need to be a one-off, year-end event. Contact me to discuss a timeline and/or strategy that best suits your needs.

10/23/2026

If something feels off, pause before you act.

Today’s scams can look surprisingly legitimate, making them harder to spot — and the financial impact can be significant.

Knowing the warning signs is one way to help protect your financial life and the plan you’ve worked hard to build.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

10/20/2026

A high-priced quarterback gets benched at halftime. Picking solid investments can work the same way. The flashiest, most expensive option, with all the headlines, might not be the best for your portfolio or your long-term investment plan. Sometimes you have to go with just what works.

10/19/2026

One partner is counting down the days to retirement. The other isn’t ready to leave work behind. How do you meet in the middle? CFP Board Ambassador Jeremy Shipp, CFP® shares ways couples can navigate different retirement timelines and turn competing preferences into a shared plan.

Learn how retirement planning for couples can coordinate different retirement dates, Social Security, health insurance and household cash flow.

10/15/2026

Is your Medicare coverage still working for you?

The coverage that fit your needs a few years ago may not be the best fit today.

Learn when you can make changes and what to consider as you review your options.

Get answers to common questions about changing your Medicare benefits.

10/12/2026

Did you know you may be able to take money out of your employer's 401(k), while still working, if you're over 59 1/2?

10/08/2026

As election season approaches, here are three reminders I often share with clients:

✓ Stay focused on long-term goals
✓ Be prepared for periods of volatility
✓ Focus on fundamentals, not headlines

A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, I'm happy to help.

Address

150 N. Radnor Chester Road, Suite F-200
Radnor, PA
19087

Telephone

+16108254909

Website

http://www.ameripriseadvisors.com/jeremy.d.heller/

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