Ameriprise Financial Services, LLC – FORTIFY Private Wealth Management

Ameriprise Financial Services, LLC – FORTIFY Private Wealth Management
Contact Name
Anthony Pol, CFP®
Address
1150 Washington Rd.
Town/City
Washington
State
Pennsylvania
ZIP Code
15301
Phone
(724) 916-2233
Website
Visit My Website
Description

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Investments
  • Wealth Preservation Strategies
  • Insurance

Qualifications

  • CFP® or CERTIFIED FINANCIAL PLANNER® certification

Education

  • B.A., Business Administration, Washington & Jefferson College, Washington, PA

Awards & recognition

  • FORTIFY Private Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023 - 2025
  • Five Star Wealth Manager, 2013 - 2015; 2018 - 2025

Professional associations

  • Washington County Chamber of Commerce

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Junior Achievement - Volunteer and Washington County District Leadership Board Member

Interests

  • I currently reside in Washington, PA
  • In addition to spending time with my sons, AJ & Tate, I enjoy many outdoor activities with my family and friends.
  • I enjoy being involved with my son's sports teams; both watching and coaching.
  • During the summer months I enjoy playing golf and am a member at Lone Pine Country Club.
  • When the weather turns in the fall, I like to spend some time hunting and attending a few football games at my alma mater, Washington and Jefferson College.