William A. Eldridge, CFP<sup>&reg;</sup> - Financial Advisor

William A. Eldridge, CFP®

Private Wealth Advisor

Ameriprise Financial Services, LLC

309 E Farwell Rd Ste 300
Spokane, WA 99218
FINANCIAL ADVISOR'S WEBSITE
(509) 232-0070

General

William Eldridge is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Spokane, WA and the surrounding communities.

Financial Advisor Overview

You have dreams and goals, and we’ll work together
to help put them more within reach. As an advisor
living and working in your community, I’m available
to work with you in a way that meets your needs.
I gain tremendous satisfaction in knowing that people
in my community are more confident about their
financial futures.

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Financial Advisor Experience

Today, it’s natural to have questions about your
retirement, even if you’ve saved and planned for it.
With our proprietary Confident Retirement® approach,
we’ll find answers and take the first step toward
creating a road map to the future you want. We’ll talk
through the four basic principles of retirement:
(1) covering essential expenses, (2) assuring your
lifestyle, (3) preparing for the unexpected and
(4) leaving a legacy. And I’ll help you make
adjustments as needed so you can retire
on your terms.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC

Insurance Licenses

  • Life insurance: WA,AZ,OR,ID,CO,CA,MN,MT,VA
  • Health/disability insurance: SAME
  • Fixed annuities: SAME
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Asset Allocation, Investment Management, Employee Benefits, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources