Coordinated Financial Care brings together financial planning, insurance, legal, tax, and wealth management into a strategic alliance designed to make financial decisions feel seamless for clients. Services from our Coordinated Financial Care alliance professionals can guide you through major business decisions and ongoing accounting needs.
Services provided by AGP Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC.
Services provided by AGP Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC.
Coordinated Financial Care is a brand name used by AGP Wealth Advisors, Capstone CPAs, and eLegacy and is not a separate legal entity. eLegacy provides estate planning services, Capstone CPAs provides accounting services and AGP Wealth Advisors provides securities and advisory services. These entities have a professional alliance but are separate entities and not affiliated with each other. Please refer to the services tab for information relating to their respective services.
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