- The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
- This offer is only valid in the United States.
- Please do not submit account or other confidential information via this form.
- Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with a financial advisor using a scale of 1 to 5. Each client has an opportunity to access the Ameriprise Secure Client Site and provide a rating. The client satisfaction score is an average of all client responses for that advisor within a rolling 24-month period and is updated daily. There is no minimum number of responses required for an advisor to receive a rating and advisors may have received unfavorable ratings. Client experiences may vary, and working with any Ameriprise Financial advisor is not a guarantee of future financial results. Investors should not consider the Client Experience Survey score a substitute for their own research and evaluation of a financial advisor’s qualifications.
- Diversification can help protect against certain investment risks but does not assure a profit or protect against loss.
- Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
- Joshua Woerdeman may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.
- An Associate with an Ameriprise Financial Franchise
- Ameriprise Financial cannot guarantee future financial results.
- Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
- Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Request a complimentary initial consultation
Let's meet to discuss what's most important to you.
Request a complimentary initial consultation
Your message was not sent.
Thank you
for requesting a consultation.
Are you getting the financial advice you need?
As financial advisors, people may think we only work with money. But the most important part of our job is working with our clients and providing advice to help them reach their financial goals. What’s important to you is our priority. Even if you’re already working with another financial professional, we can provide a second opinion. Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a complimentary initial financial consultation
Request a complimentary initial financial consultation
Background & qualification information is available at FINRA's BrokerCheck website
| Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
Advice to help you achieve what’s most important to you
One to one financial advice based on your goals and needs
We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.
