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 can 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 
  • Insurance 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 advisors1, the right match is out there.


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 you not 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, request an appointment online to speak with an advisor.

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.

1Ameriprise Financial Q2 2019 Statistical Supplement. 
2Temkin Group’s 2017 Customer Service Ratings, qualtrics.com/xm-institute/. The Temkin Customer Service Ratings (TCSR) is an openly available benchmarking metric for a critical customer interaction. The TCSR is based on consumer feedback of their recent interactions with companies. Consumers are asked to rate how satisfied they are with recent customer service experiences. Responses are on a scale from 1= “very dissatisfied” to 7= “very satisfied,” TCSR is calculated by taking the percentage of consumers that gave a rating of 6 or 7 and subtract the percentage that gave a rating of 1, 2, or 3. 
The initial consultation provides an overview of financial planning concepts.  You will not receive written analysis and/or recommendations. 
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. 
Ameriprise Financial Services, Inc. Member FINRA and SIPC.