Joseph Rosenbaum, Financial Advisor serving the Chesterfield, MO area - Ameriprise Advisors

Joseph Rosenbaum

Financial Advisor

Managing Director

CenterStone Advisory Group

A financial advisory practice of Ameriprise Financial Services, LLC

636.534.2000 Ext. 2015
JRosenbaum@ampf.com

Key tax considerations

Review tax planning strategies throughout the entire year, not just during tax season.

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About Ameriprise

For over 125 years, Ameriprise has been committed to putting clients’ needs first.
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How I work

I provide personalized advice based on what’s most important to you.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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.

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Have the storm clouds passed? November 20, 2023 Read more

Now Playing

3 steps to weather an uncertain end to 2023

3 steps to weather an uncertain end to 2023

As the year winds down, investors may have more questions than answers about where the market and economy are headed. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares three steps that investors can take to help weather the present uncertainty as 2023 ends. (5:19)

November 08, 2023 Play video

Does timing the market ever pay? Here’s what the data says November 20, 2023 Read more

View more markets and economic insights

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement^® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence — for today and for tomorrow — so you can live the retirement you’ve earned. Contact us or request a consultation to learn more about generating income in retirement.

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Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Financial advice I can count on

Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)

Recommended by over 9 out of 10 clients

Recommended by over 9 out of 10 clients

More than 9 out of 10 clients are likely to recommend us. Why? Because the financial advice we provide is personalized to them and their needs, helping them build more than just their portfolios. It helps them build their financial confidence. (0:30)

Exceptional Client Satisfaction

Exceptional Client Satisfaction

Personalized financial advice from an advisor who understands you and the markets does more than help our clients reach their goals. It helps us get a 4.9 out of 5 overall satisfaction rating. (0:15)

Be confident, connected and in control of your financial life

Be confident, connected and in control of your financial life

We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)

The secure site on ameriprise.com

The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:07)

Joseph Rosenbaum may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

AR License #913512