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Justin W

CFP®, Series 66

Piqua, OH

Ameriprise

Justin Wurster is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Ameriprise in Troy, Ohio. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Wurster is a board member and Investment Committee Chair for the Miami County Foundation. Ameriprise provides comprehensive retirement-income planning services primarily for individuals with significant investable assets, combining research-driven strategies with algorithmic tools to deliver customized, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

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

Series 66

Piqua, OH

Ameriprise

Cole Graeser is a Series 66-licensed financial advisor with Ameriprise in Piqua, Ohio, bringing four years of industry experience. Prior to joining Ameriprise in 2021, he worked for six years at Elliott Land and Hardscaping. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering 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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