Cole Razete - Ameriprise Financial Advisor

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

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How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet y...
05/04/2026

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet your personalized needs.

Can you spot a phishing attempt? Learn how to spot one of the most common types of fraud.
05/01/2026

Can you spot a phishing attempt? Learn how to spot one of the most common types of fraud.

Suspicious message? Don’t take the bait.

If higher inflation has you concerned about your financial position, let’s connect. Ican help you make sense of any pers...
04/30/2026

If higher inflation has you concerned about your financial position, let’s connect. Ican help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
04/29/2026

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

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

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their sho...
04/28/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to me and let’s talk about your goals.

When the markets fluctuate, it’s natural to feel uncertain about your portfolio. I can provide personalized advice to su...
04/28/2026

When the markets fluctuate, it’s natural to feel uncertain about your portfolio. I can provide personalized advice to support your financial goals throughout all market cycles.

04/24/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

Taxes can have a bigger impact on long term returns than you may realize. With direct indexing, you can take a more hand...
04/23/2026

Taxes can have a bigger impact on long term returns than you may realize. With direct indexing, you can take a more hands on approach. That means tax management alongside long term growth goals. It’s not about chasing the market – it’s about being intentional with how you invest. Reach out to me to learn more!

Happy Earth Day! Whether you’re gardening, recycling, or simply enjoying the outdoors, here’s to doing a little good for...
04/22/2026

Happy Earth Day! Whether you’re gardening, recycling, or simply enjoying the outdoors, here’s to doing a little good for the place we all call home. 🌱🌞

Tax Day is April 15. If you’re expecting a refund, what’s your plan — vacation, a rainy‑day fund boost, or saving for yo...
04/14/2026

Tax Day is April 15. If you’re expecting a refund, what’s your plan — vacation, a rainy‑day fund boost, or saving for your future goals? I'm here to help you make the most of it.

Address

6184 Muhlhauser Road, Ste A
West Chester, OH
45069

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