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We can help you achieve your financial goals. It all starts with a conversation.

The path to financial confidence starts with your complimentary initial consultation with a financial advisor. Meeting an advisor is an opportunity for you to ask questions, talk about your goals and priorities, and get to know each other.

Find an advisor.

What you can expect from your first meeting

Your first meeting is complimentary. During your conversation, you’ll learn the value you’ll receive from the advisor, the costs associated if you decide to work together, and next steps.

You may be asked to bring financial documents such as:

  • Bank statements
  • Investment statements 
  • Isurance policies
  • 401(k) statements

If after your first meeting you feel the relationship isn’t the right fit, that’s perfectly all right. With more than 10,000 Ameriprise advisors, the right match is out there.

  1. Bank statements
  2. Investment statements 
  3. Isurance policies
  4. 401(k) statements

Questions to think about before you meet

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. Consider how you’d answer questions such as:

  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a recent event cause you to seek advice?
  • What are you looking for from a financial advisor? What are younot receiving currently?

What you'll receive going forward

Your first meeting is just the beginning of an ongoing relationship and process.

Once you decide to work with an advisor, you can expect:

  • One-to-one financial advice based on your goals and needs
  • Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty
  • Regular meetings to review your goals, progress and investments
  • Anytime access to your investments, and digital tools to help you stay on track
Connect with an advisor near you for a complimentary consultation

Or, provide us with some information and our Ameriprise Advisor Center will follow up with you.

There’s a sense of confidence that comes from feeling in control of your finances – and working with a financial advisor can help you get there. Please share your experience and tell your friends and family about me.

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

The Ameriprise Difference

At Ameriprise, our focus is to help you achieve your financial goals so that you feel confident, connected and in control of your financial life. We take the time to understand what’s truly important to you and provide personalized financial advice to help you achieve your goals, today and tomorrow. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help prepare for whatever life brings — both the expected and the unexpected.

Learn more about ongoing relationships with advisors.

See how Ameriprise compares.

1Clients can rate an advisor or practice based on their overall satisfaction with the team or practice, on a scale of 1 to 5 (1 = extremely dissatisfied to 5 = extremely satisfied). Client experiences may vary and working with any Ameriprise Financial practice is not a guarantee of future financial results. Investors should not consider this rating a substitute for their own research and evaluation of a financial practice's qualifications. Not all clients may respond to these questions, and only clients with access to the Ameriprise Secure Client Site may submit a rating. Ratings reflect an average of all client responses received between 3/13/18 and 9/30/2018.