South Hadley native, successful Entrepreneur, new SHG Chamber member…welcome Steve Duval of Ameriprise – Summit House Wealth Partners. His story in his own words….
“I am a graduate of South Hadley High School, University of Massachusetts Isenberg School of Management in Amherst and the College of Financial Planning, Denver, Colorado.
I began my career at Ameriprise in 1992. In addition to being a Private Wealth Advisor I was also a District Manager and Compliance Supervisor for a portion of the 25 years I have been with Ameriprise.
My office has been located in South Hadley since 2001. Justin Osowiecki, CFP joined the practice in 2006. In 2017 we completed construction on our new location at 551 Newton Street. With the additional space, we were able to fulfill our goal of expanding our team and introduced Ed Boscher, Certified Financial Planner.
Our team is called Summit House Wealth Partners. We are a private wealth advisory practice of Ameriprise Financial Services, Inc.
What do we do? We help our clients achieve their dreams for today, tomorrow, and well into the future – using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future.
Simply put, our goal is to help our clients to reduce stress, simplify life and inspire confidence!”
Steve and Ameriprise will be hosting an After 5 at their new offices on June 12th. Save the Date!!
