Strategic Capital Group - (732) 462-7024

Craig D. Laday, CFP is a Private Wealth Advisor with Strategic Capital Group, A financial advisory practice of Ameriprise financial services, Inc.

My Approach
I strongly believe that financial planning and an ongoing relationship with a financial advisor are most valuable investments you can make. I ask targeted questions and listen to my clients' dreams and goals. Then we work together to develop appropriate and manageable plans that build on what they've already worked hard to create. These plans are reviewed regularly and adjustments are made so they continue to work well into the future.

Qualifications
• CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
• CIMA® Certified Investment Management Analyst


Areas of Focus
• Retirement Income Strategies
• Estate Planning Strategies
• Charitable Giving
• Retirement Plan Distribution
• Insurance
• Saving for Education


Private Wealth Advisors
Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.

I am licensed and registered to conduct business in NJ.
Based on licenses and registrations I hold, I may also conduct business in CO, NY, OH, VT, MD, FL, OK, NH, AL, AZ, KY, PA, CT, VA, LA, MA, CA, WV, NC, WI, DE, SC, TX, NV.
CA Insurance #0C09586

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information

Tags: Financial Services