Cream Ridge, NJ Burlington Path Rd Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

3

Of 12,773 advisors across 4,083 offices

Location

163 Burlington Path Rd Ste E

Cream Ridge NJ 08514

Advisors at this office

3

Advisors at this office

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Stephanie F

Series 66

Cream Ridge, NJ

Ameriprise

Stephanie Foster is a Series 66-registered financial advisor with Ameriprise in Cream Ridge, NJ, and has 16 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing annual advice for retirement income planning. The firm’s approach combines investment research, third-party data, and algorithmic tools within a defined investment universe influenced by affiliated product relationships.

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

Series 63, Series 66

Cream Ridge, NJ

Ameriprise

Jennifer Schmidt is a financial advisor with Ameriprise in Allentown, NJ, holding Series 63 and Series 66 licenses and having eight years of industry experience. She previously worked at Paychex and Paychex Securities Corporation before joining Ameriprise in 2021. Schmidt manages her Ameriprise business through an LLC established for tax purposes. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, delivering customized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

Series 66

Cream Ridge, NJ

Ameriprise

Emily Paget is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, she worked at the University of Delaware and in the Smithtown School District. 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 detailed retirement income planning and ongoing advice, using proprietary research and a centralized service team.

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