Getting Started with Ameriprise
Whether you are considering financial planning, looking for an advisor in your community, or preparing for your first meeting, we do our best to make sure you're comfortable throughout the process.
How to select a financial advisor
Match yourself with an Ameriprise advisor who understands your financial goals and dreams.
How to contact an Ameriprise advisor
Learn how to find a match in your community and set up a meeting in person.
Before your first meeting
Find out what to bring and how to prepare for your complimentary initial consultation.
Your first meeting
The first meeting is your chance to get to know a financial advisor near you and learn about Ameriprise financial planning, with no obligation.
After your first meeting
Once you've decided to work together, the financial advisor can start developing your financial plan.
The complimentary 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. Some products and services may not be available in all jurisdictions or to all clients.
Neither Ameriprise Financial nor its affiliates or representatives may provide tax or legal advice. Consult your tax advisor or attorney about specific issues.
Related information
What is a personal financial plan?
Think of a financial plan as a blueprint for you and your life.
