Getting started with Ameriprise Financial
The first step in reaching your goals is reaching someone who can help get you there — one of our 10,000 financial advisors.1 But if you have questions before you contact an advisor, that's ok too. Explore what it's like to work with Ameriprise Financial, from finding an advisor to preparing for meetings and what to expect from the financial planning process. We'll help you every step of the way.
How to choose a financial planning firm
The firm you choose to work with can be as important as the advisor you select.
How to contact an Ameriprise financial advisor
You can work with an advisor in your community, or talk on the phone with an advisor in the Ameriprise Advisor Center.
How to select a financial advisor
Choosing a financial advisor who's right for you starts with asking key questions about what's most important to you.
Common questions
How do you open an account? Can you work with Ameriprise Financial over the phone or online? Get answers to these questions and others.
Your first meeting
How to prepare, what to bring and what to expect during your complimentary initial consultation.
Your ongoing advisor relationship
Once you've decided to work together, a financial advisor will help you develop, track and modify your plan over time to meet your dreams and goals.
1Ameriprise Financial Fourth Quarter 2012 Statistical Supplement, Dec. 31, 2012.
The initial consultation provides an overview of financial planning concepts, and does not include a written analysis and/or recommendations.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC.
