Defining moments
Ron and Mary Ann
We came to our advisor, DeWitt¹, 13 years ago because we wanted to invest for retirement. DeWitt encouraged us to look ahead and purchase life and long-term care insurance to protect our savings. We liked DeWitt's long-term approach, and over the years he's become like family to us. When we lost our home in a fire he came to see how he could help. Dewitt has always been there for us and we're confident he's helped us do all we could to prepare for the future. Today we're retired from teaching and spend our time traveling and selling real estate. We believe we'll accomplish all of our dreams.
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Each client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, and is discussing his/her experience as a brokerage customer. The experience highlighted is not an advertisement for investment advisory services, may not be representative of the experience of other clients and is not a guarantee of future performance or success. As a client of Ameriprise Financial you may work with different advisors over time.
