Advisor photo for Bob Meyers

Bob Meyers

AAMS

Financial Advisor
President of
A financial advisory practice of Ameriprise Financial Services, LLC
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    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Personalized advice to help you achieve your goals

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Together, we can help you define your goals, see your progress, review your investments and plan for the expected and unexpected.

Through our ongoing relationship, plus secure anytime access to your accounts online, you plan for a more confident financial future.

To get started, request a complimentary initial consultation

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Creating your family legacy

What do you plan to leave behind for the people you love? We can collaborate with you, your family and your attorney to create strategies to build and sustain wealth and work toward a healthy financial future that can last for generations to come.

We start by focusing on what your family values. These values are not just from a financial standpoint but also the ways you contribute to your community through charitable contributions or other ways of giving back. Collaboration is key, so we thoughtfully bring everyone to the table to make sure the entire family’s goals and objectives are considered.

Proactively creating a family wealth financial plan can allow you to become an active steward of your wealth while enjoying life now and in the future. We begin this process by setting a family meeting to review your beneficiaries, review needed legacy documents, and, of course, address questions or concerns you may have.

If you think it would be helpful to have a comprehensive family wealth conversation or for us to meet with other members of your family, we are here to help.
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