Thomas Meyer

An Ameriprise Platinum Financial Services® Practice
Thomas Meyer
CFP®
Senior Financial Advisor
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(985) 446-1159
613 Canal Blvd
Thibodaux, LA 70301


thomas.j.meyer@ampf.com

Contact Information


(985) 446-1159
613 Canal Blvd
Thibodaux, LA 70301

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WALTERS, MEYER, TROSCLAIR & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/thomas.j.meyer

See Brad's story

My Philosophy

I've been helping people reach their goals for 10 years.

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

Experience

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor

Interests

  • I spend the majority of my free time with my two children.
  • Jack, 8, is in baseball, soccer and piano.
  • Ana, 4, is still following mom around.
  • I am involved in a tennis league with Lesley, my wife.

License information

I am licensed and registered to conduct business in LA.

Based on licenses and registrations I hold, I may also conduct certain business in AL, AR, FL, GA, MS, SC, TN, TX, VA, WV

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.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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AREAS OF FOCUS
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Protection and Insurance
  • Estate Planning Strategies
  • Saving for Education
  • Asset Allocation
  • General Financial Planning

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My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.