Cole Razete - Ameriprise Financial Advisor

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Cole Razete - Ameriprise Financial Advisor Financial Advisor, Further Financial Group - A private wealth advisory practice or Ameriprise Financial Services, LLC

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Great companies don't happen by accident.Ameriprise Financial was named one of Newsweek's America's Greatest Companies o...
09/30/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navi...
09/29/2026

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navigating the evolving investment landscape, let's connect to discuss your financial goals and strategy.

Why this phenomenon matters for investors.

09/28/2026

Doing the right thing for clients is always the right choice.

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future ...
09/25/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not repla...
09/18/2026

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not replace your full earnings if you're unable to work. The good news is that options exist to help protect what you've worked hard to build. Send me a message if you'd like to learn how planning ahead can help.

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends ...
09/17/2026

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends and potential sector impacts.

Explore potential market, sector and investing implications of the 2026 midterm elections.

Today marks the 25th anniversary of September 11. We pause to remember the lives lost, honor the heroes who responded, a...
09/11/2026

Today marks the 25th anniversary of September 11. We pause to remember the lives lost, honor the heroes who responded, and reflect on the strength that carried our nation forward.

Never forgotten.

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the p...
09/10/2026

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the people who matter most and help keep their future on track if the unexpected happens. Planning ahead is one way to protect what you’ve worked hard to build. Message me to start the conversation.

Downsizing isn’t just a move — it’s a meaningful life transition.While it can bring less upkeep and more flexibility, it...
09/09/2026

Downsizing isn’t just a move — it’s a meaningful life transition.

While it can bring less upkeep and more flexibility, it also introduces important financial decisions around equity, taxes, and lifestyle changes.

This article outlines what to consider before making a move.

Find out what to consider when downsizing and how a new home in retirement may affect your financial situation.

If something feels off, trust that instinct.Many of today’s most effective scams don’t look suspicious at all — that’s w...
09/08/2026

If something feels off, trust that instinct.

Many of today’s most effective scams don’t look suspicious at all — that’s what makes them so dangerous.

Here’s a look at the most common tactics we’re seeing right now — and what to do to stay one step ahead.

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

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6184 Muhlhauser Road, Ste A
West Chester, OH
45069

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