Choosing a financial advisor

Work with an Ameriprise advisor to plan for your future.

You’ve worked hard to save for your future and get to where you are today. But are you confident that you will be able to balance the needs of today with tomorrow’s goals and have enough money to live life on your terms?

It’s essential to find a financial advisor who understands that your life goes well beyond a spreadsheet. An Ameriprise advisor will use our Confident Retirement® approach to work with you to help you realize your financial goals. Helping you to live brilliantly both today and tomorrow.

of clients who have had the Confident Retirement® conversation feel more confident about retirement 1

How to find a financial advisor who's right for you

It's all about helping you be confident. Be inspired. Be Brilliant.® When you choose an Ameriprise financial advisor, you're beginning a lasting relationship. With approximately 10,000 advisors2 to choose from, it's important to find one who's ideal for you. Here are tips to help get you started:

  • Begin with a few candidates.
  • Check out their websites to get to know their backgrounds, credentials and experience.
  • Set up some time to speak on the phone or meet in person.
  • If referred by friends or family, ask what they like about working with them.

You can also search for advisors in your area and narrow your focus to advisors who can help you meet your unique needs and interests.

Once you find one who feels like a good fit for you, contact them to schedule your first meeting.

Before deciding, here are a few key questions to ask advisors:

  • Do you work with people like me?
  • What financial services do you provide?
  • How do you charge for your services, and how much?
  • How much contact do you have with your clients?
  • How do you connect with your clients?
  • What makes your practice unique?
  • If it's important to you, ask about any hobbies, interests and associations

When you start working with an advisor, you'll have access to the wide range of products and services Ameriprise has to offer. Then, you'll be ready to track your progress via your ongoing advisor relationship.