Mortgages by Juan Hernandez NMLS, 700 Central Expy S, Ste 370, Allen, TX 75013, US

Watters Creek Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Allen, TX. Led by Jenny Funderburk, a highly experienced financial advisor with 21 years of expertise, the team specializes in providing comprehensive financial advice and services to individuals and small businesses. Their areas of focus include women's financial strategies, small business retirement planning, wealth preservation strategies, social security retirement benefits, estate planning strategies, employee stock options, and charitable giving. With a team of qualified professionals holding various certifications such as CFP (Certified Financial Planner), AAMS (Accredited Asset Management Specialist), ADPA (Accredited Domestic Partnership Advisor), AEP (Accredited Estate Planner), AIF (Accredited Investment Fiduciary), APMA (Accredited Portfolio Management Advisor), AWMA (Accredited Wealth Management Advisor), BFA (Behavioral Financial Advisor), CAP (Chartered Advisor in Philanthropy), CAS (Certified Annuity Specialist), CASL (Chartered Advisor for Senior Living), CDFA (Certified Divorce Financial Analyst), and CEP (Certified Estate Planner), Watters Creek Wealth Management is well-equipped to provide clients with expert guidance and support in achieving their financial goals.Generated from the website

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