Advisor profile


My approach

Henry Matheis - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Henry Matheis - My approach photo

Areas of focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • College of Financial Planning CFP Professional Education Program 1997
  • Graduate Studies Rochester Institute of Technology Marketing 1980-1986
  • Bachelor of Arts Accounting William Patterson College 1979

Interests

I enjoy; Cooking, Collecting LLadro porcelain figurines, as well as Pencil, Oil,& Acrylic Artwork, Football, Golf, visiting my daughters in Baltimore & Tampa and Relaxing on a Caribbean Beach.

Charitable Activities:American Bladder Cancer Society, Breast Cancer Coalition of Rochester, George Eastman Museum, GEVA Theatre, Heritage Christian Services, National Education Alliance for Borderline Personality Disorder, National MS Society, Rochester Broadway Theatre, Rochester General Hospital, Rochester Institute of Technology, University of Rochester Medical Center, and the YMCA.

Community participation

Webster Chamber of Commerce

Financial Planning Association of Greater Rochester