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Kimberly M
Series 63, Series 66
Syracuse, NY
Ameriprise
Kimberly Miller is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at LPL Financial, Seneca Federal Savings & Loan Association, Cetera Investment Services, and Janney Montgomery Scott. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.
Roger H
Series 63, Series 65
Syracuse, NY
Ameriprise
Roger Hare is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 designations. He has 42 years of industry experience and has previously worked at LPL Financial, American Portfolios Financial Services, Westminster Financial Advisory Corp, and Janney Montgomery Scott. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Gregory B
Series 63, Series 65
Syracuse, NY
Ameriprise
Gregory Boshart is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Seneca Federal Savings & Loan Association, Cetera Investment Services, and Janney Montgomery Scott. Ameriprise Financial Services is a 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 advice focused on income sources and tax-aware withdrawal strategies.
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