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John Q

CFP®, Series 66

Burr Ridge, IL

Ameriprise

John Quinn is a financial advisor with Ameriprise in Burr Ridge, IL, holding CFP® and Series 66 credentials and four years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Van's Liquor Store and involvement with the Boys and Girls Club of Greater Dubuque. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized 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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Nicole P

Series 66

Burr Ridge, IL

Ameriprise

Nicole Portolos is a financial advisor with Ameriprise in Burr Ridge, IL, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, with an emphasis on assets held in Ameriprise Managed Accounts and algorithmic automation in generating recommendations.

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

Series 66

Burr Ridge, IL

Ameriprise

Jillian Szafranski is a financial advisor with Ameriprise in Orland Park, IL, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliates since 2012. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.

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

Series 63

Burr Ridge, IL

Ameriprise

Frank Szafranski is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Szafranski serves on the Board of Directors for the Darien Study Center. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

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