7Crest Financial Partners

7Crest Financial Partners A private wealth advisory practice of Ameriprise Financial Services, LLC

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Heard of 529 plans — but not sure how they actually work?You’re not alone. Understanding contributions, withdrawals, and...
07/22/2026

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. We can help make planning feel more approachable.

Learn the ins and outs of 529 plans.

Changing jobs? A new role can affect more than just your salary.Benefits, retirement plans, and taxes often shift, too. ...
07/21/2026

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

Proud to be part of a firm recognized among the best.Ameriprise Financial was named one of TIME’s America’s Best Compani...
07/20/2026

Proud to be part of a firm recognized among the best.

Ameriprise Financial was named one of TIME’s America’s Best Companies of 2026 — a recognition that reflects the dedication of our people, our commitment to clients and the values that guide how we do business every day.

We're proud to build our practice with a firm that prioritizes integrity, supports advisors, and is dedicated to helping clients achieve their financial goals.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
07/17/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

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.

07/15/2026
While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
07/14/2026

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

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be t...
07/13/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
07/10/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Address

2024 W Henrietta Road, Ste 5k
Rochester, NY
14623

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm

Telephone

+15854759430

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