Charles Walp - Financial Advisor, Ameriprise Financial Services

Financial Planners, Financial Planning Consultants, Financial Services

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(717) 431-2996Call Visit WebsiteVisit Website Map & DirectionsDirections1717 Lititz PikeLancaster, PA 17601 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm
Sat - Sun	Closed

Charles Walp - Financial Advisor, Ameriprise Financial Services

Taxes

Charitable Giving
Taxes can make a large impact on what your beneficiaries receive, but there are a variety of ways to help reduce taxes and make sure you pass along assets as efficiently as possible, including the strategic use of personal trusts, beneficiary management and charitable giving and gifting. Another option is a capital transfer strategy, which allows the repositioning of certain taxable accounts â€” such as CDs and brokerage accounts â€” for a cash-value life insurance policy, which can provide tax-deferred growth and a guaranteed death benefit for your heirs.

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Places Near Lancaster with Financial Planners

East Petersburg (5 miles)
Millersville (9 miles)
Landisville (9 miles)
Lititz (10 miles)
Willow Street (11 miles)
Leola (11 miles)
Mountville (11 miles)
Manheim (13 miles)
Ronks (13 miles)
Strasburg (14 miles)

More Info

More info available at FINRA's BrokerCheck website

General Info

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lancaster, PA area, Charles Walp will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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Associations

AIF,APMA,BFA,CFP,CRPC

AKA

Charles Walp - Financial Advisor, Ameriprise Financial Services, LLC

Other Links

https://www.ameripriseadvisors.com/Charles.T.Walp/

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Categories

Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Securities

Other Information

Specialties: Charitable Giving, Sustainable and Responsible Investing, Investments, Saving for Education, Insurance, Estate Planning Strategies, Cash Flow Management Strategies, Investment Management, Intergenerational Planning, Retirement Income Strategies, Retirement Planning Strategies