Edward W. Ochoa,  CFP<sup>&reg;</sup> - Financial Advisor

Edward W. Ochoa, CFP®

Financial Advisor

Ameriprise Financial Services, LLC

484 W Main St
Greenwood, IN 46142
FINANCIAL ADVISOR'S WEBSITE
(317) 884-8938

General

Edward Ochoa is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Greenwood, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: IN, IL
  • Health/disability insurance: IN, IL
  • Fixed annuities: IN, IL
  • Variable annuities: IN, IL

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Men's Finances, Women's Finances

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