Stephen Baumgartner is a Financial Advisor with Ameriprise Financial Services, LLC, serving individuals and families with a focus on financial planning that supports long-term life goals. Though primarily operating in the financial services industry, his work intersects with social services by helping clients navigate important life transitions—such as retirement, education funding, and legacy planning—with empathy and understanding. Through personalized financial advice, Stephen plays a critical role in supporting financial stability and well-being for clients at different life stages.

By fostering financial literacy and long-term planning, his services contribute to improved quality of life and future preparedness—key aspects related to the social services landscape. Stephen leverages Ameriprise’s nationally recognized tools and guidance systems while tailoring strategies to each individual’s unique circumstances. His approach combines analytical expertise with a client-first philosophy, grounded in trust and transparency. He also participates in community financial education, helping people understand and access important financial knowledge. While his services are primarily financial, their social impact aligns with helping individuals and families lead secure and dignified lives.

Key Services:

– Personalized financial planning and goal setting
– Retirement income strategies and estate planning
– Investment management aligned with client goals
– Education savings and 529 plan strategies
– Insurance and risk management consultation
– Support through major life transitions (e.g., divorce, loss, inheritance)
– Socially responsible investing (SRI) options
– Financial education and community outreach initiatives