Ameriprise Financial Services Inc. advisory firms B.T. Bowler & Associates of New Canaan and John Planell CFP of Pound Ridge, N.Y., announced Feb. 25 that they had merged practices.
The combined practice will operate under the name B.T. Bowler & Associates with its main office remaining at 199 Elm St. in New Canaan and a second office in Pound Ridge. The two offices are about 10 miles from each other.
“By merging our practices, we are able to better serve our clients,” said Bert T. Bowler, an Ameriprise private wealth advisor and founder of B.T. Bowler & Associates, in a prepared statement. “John (Planell) and I are confident that this is the right decision to promote growth and to provide clients with enhanced services and a greater breadth and depth of resources.”
The firm’s specialties will continue to be in estate planning strategies, retirement planning strategies, family finances, saving for education, charitable giving, employee stock options and small business.
