Agata Kubis, CFP, MSM

Agata Kubis, CFP, MSM Financial Advisor at Ameriprise Financial Services, LLC

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Paying taxes in your investments every year can slow your progress. Explore ways to defer taxes and potentially accelera...
09/02/2026

Paying taxes in your investments every year can slow your progress. Explore ways to defer taxes and potentially accelerate growth. Message me to start the conversation.

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of dow...
08/26/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibili...
08/19/2026

Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibility and control. Connect with me to get started.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
08/12/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how w...
08/05/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

08/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Life insurance is often considered essential for individuals, but it takes on an even greater significance for business ...
07/29/2026

Life insurance is often considered essential for individuals, but it takes on an even greater significance for business owners. Let’s talk about how it can help ensure business continuity and stability.

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
07/22/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

Address

Houston, TX

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+17139544940

Website

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