Isabelle Grard, AWMA CRPC ChSNC
Financial Advisor Ameriprise Financial Services, LLC
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
04/09/2024
Buying a house or other property is one of the biggest investments you’ll ever make. If you’re looking to make a move, let’s connect.
04/08/2024
Saving is a habit, not a destination. In honor of , let’s review your financial plan and make sure you’re optimizing your savings.
03/12/2024
From Gen Zers to members of the silent generation, what are the top three money moves for each group? Here are tips from Marcy Keckler, Ameriprise’s Vice President of Financial Advice Strategy, and other financial experts.
Top Money Moves for Boomers, Gen X, Millennials and Gen Z Each generation has their own financial needs.
03/07/2024
Do you have the guidance you need to achieve your dream financial future? Let’s review your financial progress and make sure you’re on track to reach your goals.
02/27/2024
Did you know that leaving an employer isn't the only time you can move your retirement savings? You can roll your 401(k) fund into an IRA at any time – even while still employed at the same place. Let’s discuss if this strategy fits with your broader retirement savings plan.
Rolling over 401(k) while still employed Are there financial benefits to working while in retirement? Learn how your earnings could affect Social Security benefits so you can make an informed decision.
Find out why returns on cash investments will likely fade in 2024 and where similar yields may be found instead.
02/07/2024
Your tax strategy can change dramatically during retirement. In partnership with your tax professional, we can help structure your investments and retirement distributions for tax efficiency.
Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in 2024.
01/03/2024
January is National Financial Wellness Month – a time to prioritize your finances and set yourself up for success for the remainder of the year. Let’s schedule a meeting to review your goals and discuss if you’re on track.
Wishing you a happy, healthy and bright year ahead. Happy New Year!
Wishing you and yours a wonderful holiday season!
The first day of winter is here! What are you looking forward to this season?
Planning your financial goals for 2024? Get the latest on key themes to watch from the Ameriprise Investment Research Group. Reach out to discuss how these findings can help support you in the year ahead.
Ameriprise Chief Economist Russell Price offers his reflections on the 2023 U.S. economy and shares his expert insight on what may be in store for the year ahead.
12/12/2023
Building a cash reserve can help you feel more confident if the unexpected happens. Let’s connect on saving strategies and other ways to help meet your goals.
11/30/2023
**TODAY** You are invited to a virtual event: Understanding Your Medicare Options
file #5038452
11/29/2023
What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.
11/28/2023
**NEXT DATE 11/30/23** You are invited to a virtual event: Understanding Your Medicare Options
file #5038452
11/27/2023
**NEXT DATE 11/30/23**You are invited to a virtual event: Understanding Your Medicare Options
file #5038452
Planning for retirement? Don’t overlook the advantages of Traditional and Roth IRAs. I can help you decide what's right for your retirement goals.
May the warmth of friends and family surround you today and all season long. I’m thankful for you!
11/20/2023
***Coming up Thur NOV 30th at 5.30 PM***
**NEXT DATE 11/30/23**You are invited to a virtual event: Understanding Your Medicare Options
file #5038452
11/17/2023
Stay focused on your long-term financial goals. Don’t allow fears of market volatility to govern your global investment decisions. Get in touch to discuss your options.
As the year winds down, investors may have more questions than answers about where the market and economy are headed. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares three steps that investors can take to help weather the present uncertainty as 2023 ends.
11/15/2023
Learn more about the investing opportunities, risks and impacts that advancements in AI may bring.
Investing in artificial intelligence Get answers to important AI investing questions.
The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.
11/14/2023
Are you concerned? Let's talk about Special Needs Financial Planning.
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Our Story
Managing partners Tracy and Isabelle met in 2011 while working for a different financial firm. They became fast friends right away, realizing they had a “French connection” with Tracy being from New Orleans and Isabelle from the south of France. That friendship paved the way for a very successful business partnership, enabling both Tracy and Isabelle to bring different finance perspectives to the table with clients in order to serve them best. After working together for five years, the idea for Mandart & Grard Financial Group was born, and now they run their practice as an independent franchise of Ameriprise Financial Services.
As the business has grown over the years, so has the need to better serve both existing and new clients. In order to meet this need and grow the practice further, Mandart & Grard has gathered a team of like-minded experienced professionals and together they provide the best client experience available.
At Mandart & Grard, we are grateful for our clients who have been with us on our journey, and for those who will choose to make us a part of theirs. If you’d like to learn more about our services and advisors, please visit https://www.ameripriseadvisors.com/team/mandart-grard-financial-group/.
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Contact the business
Address
6451 N Federal Highway/Suite 122
Fort Lauderdale, FL
33308
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
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