Are you receiving the advice you need across your full financial life?

Get a second opinion from an Ameriprise financial advisor through a complimentary initial consultation. Whether you’re currently working with an Ameriprise financial advisor or relying on an array of services, you may have unaddressed questions. Meet with one of our experienced financial advisors who can provide you with a new perspective.

Discover what your advisor might be missing

Reach out for your complimentary initial consultation and take the next step toward a more confident financial future. Our financial advisors make it easy to have a preliminary conversation about your financial goals and priorities, and for you to see what it’s like to work with us. At this meeting, you’ll also review your options and discuss costs if you choose to work together.

Find an advisor

How does your current advisor help you achieve your goals?

Take a minute to ask yourself these questions:

 

Do you know if you are currently on track to meet your goals?

Does your advisor contact you regularly?

Do you understand how your investment strategy helps support your financial goals?

Are you receiving recommendations to help navigate changing markets and unexpected events?

If you’re unsure, you may benefit from the financial advice of an Ameriprise financial advisor. See how Ameriprise compares to other financial service firms.


We help clients like you for a lifetime

For 130 years, Ameriprise financial advisors have been helping Responsible Mindset clients achieve their financial goals. Your relationship with an Ameriprise financial advisor is ongoing, and it can adapt over time to meet your needs. Your financial advisor is there to offer you personalized advice and recommendations, and guide you along the way, no matter where life takes you.

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Your initial conversation

Working with an Ameriprise advisor

Financial advice services and costs

Schedule a no cost, no obligation initial consultation with one of our financial advisors.

Or, request an appointment online to speak with an advisor. 

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At Ameriprise, the financial advice we give each of our clients is personalized, based on your goals and no one else's. 

If you know someone who could benefit from a conversation, please refer me.

Background and qualification information is available at FINRA's BrokerCheck website.

1Ameriprise Financial Goal-Based Advice Survey. Results from July 2018 through July 2023, reflecting 10,523 client responses. The percentages cited reflect those who agree or strongly agree with each statement (on a 5-point scale). Clients may complete a survey via the secure site after their goals are published online.

 

2Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with a financial advisor or practice for “overall satisfaction.”, “providing advice based on my financial goals.” and “always putting my interests first.” using a scale of 1 to 5. Each client has an opportunity to access the Ameriprise Secure Client Site and provide a rating. The client satisfaction score is an average of all client responses for that advisor or practice within a rolling 24-month period as of 12/31/2023. There is no minimum number of responses required for an advisor or practice to receive a rating and advisors or practices may have received unfavorable ratings. Client experiences may vary, and working with any Ameriprise financial advisor or practice is not a guarantee of future financial results. Investors should not consider the Client Experience Survey score a substitute for their own research and evaluation of a financial advisor’s or practice’s qualifications.

 

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

 

Ameriprise Financial cannot guarantee future financial results.

 

As a client of Ameriprise Financial you may work with different advisors over time.

 

Asset Allocation and Diversification do not assure a profit or protect against loss.

 

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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