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Customized advice that changes
              with your needs.
              Everyone has different financial goals and priorities, and they change
              and grow as you do. That’s why it’s important for me to get to know
              you and understand what you’re working toward. Together, we can
              create a personalized financial plan that fits your needs today and helps
              you build the tomorrow you deserve. We are thrilled to announce that
              TSG Financial Advisors has been named by Forbes Best-in-State
              Wealth Management Teams, 2023.



              Conrad Santiago                Jose Delgado
              CFP®, MSFS                     APMA®, CFP®, CRPC®
              Private Wealth Advisor         Financial Advisor
              CA Insurance #0J18047


















          TSG Financial Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
          The 2023 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes
          both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance
          records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a
          demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely
          have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or
          representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not
          receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered
          trademark of SHOOK Research, LLC.
          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.
          Ameriprise Financial Services, LLC, Member FINRA and SIPC.
          © 2023 Ameriprise Financial, Inc. All rights reserved.




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