Mark Savastano, CFP, CRPC, M. Acc.

My Approach

Life is a series of transitions. Many are positive and planned for: graduating, buying a home, creating a family and building a career. Other events are unexpected and require thoughtful responses: divorce, loss of a loved one or a health or job crisis. Whether you're celebrating or adjusting to your most recent transition, I can help you identify your financial options and plan for your financial future.
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Areas of Focus:

- Investments
- Retirement Planning Strategies
- Tax Planning Strategies
- Estate Planning Strategies
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Education:

- M. Acc. - Master's in Professional Accountancy, Financial Planning - Rhode Island College
- B.S. in Finance - Rhode Island College
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Qualifications:

CFP® - Certified Financial Planner(TM) - practitioner
CRPC® - Chartered Retirement Planning Counselor(SM)
Series 7 - FINRA
Series 66 - NASAA
LA&H - licensed

Professional Associations:

Certified Financial Planner Board of Standards, Inc. (CFP®)
Bristol County Estate Planning Council (BCEPC)
Financial Planning Association (FPA)

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Working Together:

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

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What to expect:

Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs
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What to bring:

A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

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Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success.
While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis,
reporting or other services I provide. For your privacy, please don’t post account or
service-related information on this page. Instead, contact me directly.
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