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Nicholas R

Series 63, Series 65

Brunswick, OH

Ameriprise

Nicholas Rimac is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including The Huntington Investment Company, Equitable Advisors, and Key Investment Services. Prior to his advisory career, he spent four years at Brunswick Auto Mart. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Phillip A

Series 66

Brunswick, OH

Ameriprise

Phillip Ameduri is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company and LPL Financial LLC. Outside of his advisory role, he serves as a volunteer team member on the board and committee of a non-denominational, independent church. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael E

Series 66

Brunswick, OH

Ameriprise

Michael Erdelyi is a financial advisor with Ameriprise in Brunswick, OH, holding a Series 66 designation and 14 years of industry experience. He previously worked at The Huntington Investment Company and PNC Investments. Outside of his advisory role, he serves as the Director of Flag Football for the St. Ambrose Athletic Boosters, supporting local youth football activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service with a focus on dependable income sources, tax-aware withdrawal strategies, and personalized retirement planning.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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