Ameriprise Financial
Financial & Retirement Planning, Investment Management,
Cash Management,Employee Benefits Programs, Employee
Stock Pptions, Small Business Planning
Cash Management,Employee Benefits Programs, Employee
Stock Pptions, Small Business Planning
Craig 'CJ' Jensen, CPA, CFP
Fester & Jensen, a financial advisory practice of Ameriprise Financial Services, Inc.
111 East Wacker Drive
Suite 2603
Chicago, IL 60613
Phone: 312-546-6070
Fax: 312-540-0379
Cell: 773-368-9843
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Website: www.ameripriseadvisors.com/craig.e.jensen/
Suite 2603
Chicago, IL 60613
Phone: 312-546-6070
Fax: 312-540-0379
Cell: 773-368-9843
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Website: www.ameripriseadvisors.com/craig.e.jensen/
Financial priorities differ from person to person. They can also differ from year to year. At Fester & Jensen, a financial advisory practice of Ameriprise Financial, we think it's important for you to have a plan that is tailored to your needs and has the flexibility to evolve with you. We take a unique, comprehensive and ongoing approach to financial planning called Dream > Plan > Track >(r). We get to know you personally — your goals, your worries and your dreams. We then draw on the 115-year heritage of Ameriprise Financial to provide experienced guidance to help you develop a customized financial plan with the appropriate combination of products and services.
As an Ameriprise financial advisory practice, we will be with you for the long run — making adjustments to your strategies and tactics, helping you stay on track. That's how The Personal Financial Advisors of Ameriprise Financial help over two million people take control of their financial futures. Life is full of surprises and opportunities. We can help prepare you. Get to What's next(r).
Our team at Fester & Jensen is here to provide superior personalized services to help our clients be prepared and plan to achieve their goals. Dan Fester, AWMA(r), CRPC(r), Financial Advisor, Accredited Wealth Management AdvisorSM, has an extensive analytical background in investments and engineering. Dan has been a Financial Advisor with Ameriprise Financial since 2004. Craig 'CJ' Jensen, CFP(r), CRPC(r), CPA, Financial Advisor, CERTIFIED FINANCIAL PLANNER' practitioner has been a Certified Public Account since 1993. CJ has worked as a Financial Advisor with Ameriprise Financial since 2004. Craig Dannenbrink, Client Service Manager, has a background in education and has worked in client service since 2000.
Services and products we assist our clients with:
- Financial Planning Services include: Retirement, goal achievement, education funding, domestic partner, divorce, employee benefits, tax strategies, business retirement plans and succession, employee stock options
- Systematic approach to investment selection, consistent investment review and updating of investment options to meet client's target asset allocation and risk tolerance
- Retirement planning: IRAs (traditional, Roth, rollover, SEP, SIMPLE), annuities, 401(k), 403(b), pensions
- Investment planning: Stocks, bonds, mutual funds, ETFs, annuities, 529 plans, cash management
- Protection planning: Life insurance (term, group, whole, variable universal), disability, long-term care, annuities
- Legacy planning: Life insurance, estate plan review, charitable giving, personal trust
- Cash management: Checking, saving, money market, and certificates of deposit
*Ameriprise Financial cannot guarantee future financial results.
Charities
Charities
Chicago Gay Men's Chorus - www.cgmc.org
Chicago House - www.chicagohouse.org
The AIDS Foundation of Chicago - www.aidschicago.org