
Michael Cormier
Financial Advisors
Michael Cormier, a CERTIFIED FINANCIAL PLANNER® professional, and his team want clients to take advantage of today’s economic environment. They can’t think of a better opportunity to position portfolios into areas that may benefit from pro US economic policies. Given the backdrop of a tough tariff policy that is designed to help increase jobs and strengthen the middle class, they feel it’s an exciting time to be an investor. Now is the time to evaluate your portfolio and consider repositioning your holdings and aligning yourself to potentially benefit from the new administration’s policies.
Cormier, who has 11 years of industry experience, is a Financial Advisor with Cormier Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC in Boca Raton. Cormier’s team is a family practice of Cormier’s father, Henry, and two brothers. Henry has been with Ameriprise (and affiliates) for over 44 years. Henry reached the exclusive distinction of Hall of Fame at Ameriprise Financial (2012), a group representing less than 2% of the combined Ameriprise financial advisors, past and present.
Cormier Financial Partners focuses on building customized portfolio strategies, holistic financial planning, and estate trust and legacy planning strategies. “We strive in providing world-class service, to make ourselves available each and every day.” A large focus of their practice is intergenerational transfer of wealth. “Working with multiple generations, it’s important to meet with parents and their children, to ensure everyone is on the same page,” he says. “Education is a big component of being prepared. We want clients to understand what they own and why they own it.”
They understand that asset management companies offer similar products and investment strategies, and they’re no different. “At the end of the day, we’re three brothers working with our father alongside our amazing team trying to share our experience and knowledge and treat our clients like our extended family. Most clients call me ‘Uncle Mike.’”
Cormier earned a degree in business administration at University of Vermont. He spent 7 years working in asset management for a mutual fund company in Boston before joining the family business. “We’re helping clients plan their legacy while carrying out ours.”
Meet Cormier and his team at Cormier Financial Partners. They’re hosting a luncheon on Wednesday, March 12 at 12 p.m. at Gallaghers Steakhouse in Boca Raton. Please RSVP to Michael.cormier@ampf.com. There is no cost or obligation to attend.
Cormier Financial Partners | Ameriprise Financial Services, LLC, 860-284-9882, ameripriseadvisors.com/team/cormier-financial-partners
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Michael Colby Cormier, CFP®, is a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional with Cormier Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. in Farmington, CT. He specializes in fee-based financial planning and asset management strategies and has been in practice for 11 years.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney.
Ameriprise Financial cannot guarantee future financial results.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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