We help our clients achieve their dreams for today, tomorrow, and well into the future using our
exclusive Confident Retirement® approach. It starts with a personalized conversation about
covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By
breaking your financial goals down into doable steps, we can help take the uncertainty out of
planning for your financial future. Take a few minutes now for a quick confidence check.
We're here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.
|Firm Start Year:||1993|
|Name of Broker/Dealer:||Ameriprise Financial|
|States Licensed in:||CO, TX, NC, VT, IL, IN, WI, GA, AL, NM, VA, SC, OR, CA, OH, PA, WA, IA, CT, AZ|
|Number of Years with Current Firm:||2|
|Work Experience:||Merrill Lynch - 2.5 years Edelman Financial Services - 1.5 years Harnden MacLean Wealth Advisors - 2 years|
|I work with the following types of clients:||Non-Profit Organizations , Individual Investors , Businesses|
|Investment Types:||Mutual Funds , Options & Futures , Alternative Investments , Exchange Traded Funds (ETFs) , Insurance , Bonds , Stocks , Annuities , Mortgages & Real Estate , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office , At your home , At your office , Video Conference , Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care , Variable Annuity , Life , Health , Annuity , Disability , Variable Life|
|Firm's Number of Clients:||2000|
|Assets Managed by Firm:||$565,000,000|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$25,000|
|Compensation Methods:||Based on Assets|
|Bachelor of Science - Business Economics||
University of Arizona
Mike Gombrich is a Financial Planner in Peoria, AZ. He has been doing financial planning for almost 6 years and investment management and analysis for 10 years. He is an Accredited Portfolio Manager and a Best Selling author of a personal finance book for Millennials. In 2018, Mike was nominated for the Forbes' List for Top Millennial Wealth Advisors in the country.
Mike started his career at Merrill Lynch but left after a few years because he didn't like some abusive sales practices they developed. He found a home at Ameriprise Financial with the largest independent franchise in Arizona.
Our team has over 75 years of experience in investments, insurance, tax preparation, retirement income, and estate planning needs. Our Senior Partner and founder, Stephen Harnden, is one of Barron's Top Advisors in the country for the past 3 years. As fiduciaries, we promise to always do the best and right thing for you, even if it means telling you we can't help.