Jim Tabak


Financial Advisor
Business Financial Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
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    For 125 years, Ameriprise has been committed to putting clients’ needs first.
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Background and qualification information is available at FINRA's BrokerCheck website.

Here for you through ups and downs

Recent events and ups and downs in the market leave many people feeling uncertain about how they should approach their long-term financial goals. I’ve made a career out of helping clients do just that. I make a point of understanding my clients and today’s changing markets, and I can help you confidently weather uncertainty and still stay on track for tomorrow. Contact me for a complimentary initial consultation to discuss your financial goals.

Learn more about how we can work together

Do you know your tolerance for investment risk?

When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.

Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.

Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.

My videos

12 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)