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An Ameriprise Platinum Financial Services® Practice

 
 
Thomas Meyer Ameriprise Financial Advisor

Thomas Meyer

CFP®

Senior Financial Advisor

 

 
 
Print Summary

WALTERS, MEYER, TROSCLAIR & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.


Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor

Office Location

613 Canal Blvd
Thibodaux, LA 70301-3417
Map (985) 446-1159


License Information

I am licensed and registered to conduct business in LA.

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

AR Insurance #280427

My Approach

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.

Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Saving for Education

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.

Market Watch

Market News
  • 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.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.