Abney Associates Ameriprise
Financial Advisor
LET'S TALK: 631.396.1251​
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.
What to expect
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Professional help in clarifying your financial goals and priorities
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If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
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Accurate information about our tailored solutions, including risks, benefits and costs
What to bring -
A list of any questions you have regarding your current financial situation
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Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
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A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals
Working Together
John Tappan founded Ameriprise Financial in 1894 with a singular vision, to help ordinary Americans achieve their financial dreams and feel confident about their futures. Throughout our long history, we have remained steadfast to this vision of putting our clients’ needs first, always.
The strength of this commitment is matched only by our strength as a company. Through downturns, recessions, booms, the Great Depression and the recent Great Recession, we have honored every financial obligation to our clients and have never taken a bailout.
Over the years, we’ve helped millions of people invest billions of dollars for what’s important to them. Today, we are America’s largest financial planning company1 and a leading global financial institution, with more than $650 billion in assets under management and administration.
Every day – true to Tappan’s vision -- our 10,000 financial advisors2 work with our clients one-to-one, to help put their dreams and goals more within reach.
ABOUT US
