Question 1

How can I find an Ameriprise Financial advisor near me?

Accepted Answer

You can use the search function on the Ameriprise Financial website to find an advisor near you. You can search by location (zip code, city, or state) or by the advisor's name. The website also provides information on the advisors' backgrounds, credentials, and areas of expertise to help you find the right fit for your financial goals.

Question 2

What should I expect when working with an Ameriprise Financial advisor?

Accepted Answer

When working with an Ameriprise Financial advisor, you can expect a personalized approach to help you achieve your financial goals. The advisor will work with you to understand your current financial situation, concerns, and what you're looking for in a financial advisor. They will then provide tailored recommendations and guidance to help you feel more confident, connected, and in control of your financial future.

Question 3

How do I prepare for my initial consultation with an Ameriprise Financial advisor?

Accepted Answer

Before your initial consultation, consider some key financial 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 you not receiving currently? Providing this information will help the advisor better understand your needs and develop a personalized plan.

Question 4

What services do Ameriprise Financial advisors offer?

Accepted Answer

Ameriprise Financial advisors offer a wide range of services to help clients achieve their financial goals, including investment management, retirement planning, tax planning, estate planning, insurance planning, and more. They work closely with clients to develop a comprehensive financial plan tailored to their unique needs and objectives.

Roger Orefice - Ameriprise Financial Services, LLC

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About Roger Orefice - Ameriprise Financial Services, LLC

Frequently Asked Questions about Roger Orefice - Ameriprise Financial Services, LLC

How can I find an Ameriprise Financial advisor near me?

What should I expect when working with an Ameriprise Financial advisor?

How do I prepare for my initial consultation with an Ameriprise Financial advisor?

What services do Ameriprise Financial advisors offer?

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