Suggestions
Apma® Michael DeGroat
Financial Advisor, Associate Vice President at Ameriprise Financial Services, LLC michael.r.degroat@ampf.com
Michael DeGroat is a Financial Advisor at Ameriprise Financial, based in Dallas, Texas. He holds the APMA® (Accredited Portfolio Management Advisor) and CRPC® (Chartered Retirement Planning Counselor) designations, indicating his expertise in portfolio management and retirement planning.
Professional Background
At Ameriprise Financial, DeGroat focuses on providing personalized financial advice tailored to individual client goals, which may include retirement planning, education funding, and major purchases such as homes. His approach involves:
- Investment Recommendations: He offers asset allocation and portfolio recommendations based on clients' personal risk tolerance and financial objectives.
- Regular Reviews: DeGroat emphasizes the importance of regular meetings to review progress towards financial goals and adjust strategies as necessary.
- Accessibility: Clients can access their investments and track their progress securely from any device at any time.12
Contact Information
DeGroat can be reached via his professional email at michael.r.degroat@ampf.com. He encourages potential clients to schedule a complimentary initial consultation to discuss their financial needs and how he can assist them.12
Overall, Michael DeGroat is committed to helping clients achieve financial confidence through tailored advice and regular engagement.
