Ameriprise Financial-Shortreed & Associates

• Overview

• • From 401K to IRA's-The Right Choice Is Ameriprise!
  • From 401K to IRA's-The Right Choice Is Ameriprise!

  B Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals.They hold industry recognized financial planning credentials and maintain a high level of client satisfaction.They recognize that as a client's assets grow,their finances become more complex and require greater attention and expertise.Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.Meeting with an Ameriprise financial advisor is an important first step.It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation;your initial meeting with an Ameriprise financial advisor will be relaxed and informal.Your meeting will include a review of your existing financial situation and potential opportunities,gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged,you should expect to get a sense of what it might be like to work together.\n\nFinancial Planners*Financial Planning Consultants*Insurance Consultants & Analysts*Investment Advisory Service*Retirement Planning Services Brands:401K,Roth IRA,Traditional IRA,Retirement Planning,Investments