Jason Topp, Private Wealth Advisor serving the Merrillville, IN area - Ameriprise Advisors

Jason Topp

CFP®, CAP®, APMA

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ professional
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

    Explore tax insights
  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us
  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
    Learn more

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

My commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.


Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Request a consultation

Professional Alliances for Taxes

We have a professional alliance with MidCoast Tax Advisors.

Tax rules are complex and always changing, but the MidCoast team is dedicated to minimizing your tax bill by ensuring you are taking advantage of every deduction, credit, loophole, and strategy available.

For more information visit midcoastadvisors.com

They are not employed by Ameriprise Financial Services, LLC., but are available to our clients as an excellent resource for Tax Planning.

Ameriprise Financial, LLC. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific issues.

MidCoast Tax Advisors is not endorsed by nor affiliated with Ameriprise Financial. MidCoast Tax Advisors is not under the supervision of Ameriprise Financial. MidCoast Tax Advisors is not a broker-dealer or investment advisory firm.

My videos

2 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

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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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)