Roswell, GA Bombay Ln Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

3

Of 12,719 advisors across 4,079 offices

Location

1202 Bombay Ln

Roswell GA 30076

Advisors at this office

3

Advisors at this office

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James T

Series 66

Roswell, GA

Ameriprise

James Tyson is a Series 66-credentialed financial advisor with nine years of industry experience. He has been with Ameriprise Financial Services since 2016, currently practicing in Roswell, GA. Outside of his advisory role, he owns and manages Cotton and Coal Collective, an investment-related business. Ameriprise Financial Services serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm emphasizes tax-aware withdrawal strategies and dependable income sources, with a retirement planning process supported by internal research and third-party data.

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

PFS™, Series 63

Roswell, GA

Ameriprise

David Sandstrom is a financial advisor with Ameriprise in Roswell, GA, holding the PFS™ and Series 63 designations and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns and manages a business entity related to his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to support income planning. 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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Patrick H

CFP®, Series 65, Series 63

Roswell, GA

Ameriprise

Patrick Hardin is a CFP® professional with 12 years of industry experience, currently advising clients at Ameriprise in Roswell, GA. His prior roles include positions at Bold Financial LLC, The Hardin Team, and Advisor Group. Outside of financial advising, he performs and teaches percussion. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides clients with tailored retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

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