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Susan S

Series 66

Hickory, NC

Ameriprise

Susan Singleton is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Singleton serves as Treasurer on the Board of Directors for St. Stephens High School Class of 84. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

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

Series 65, Series 63

Hickory, NC

Ameriprise

Mitchell Sayers is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Vanguard Group for one year before joining Ameriprise in 2017. Outside of advising, he owns QC Somm LLC, a private sommelier and wine consulting service. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware strategies.

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