Lynne Anderson

CPA

Financial Advisor
Certified Public Accountant
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

    Explore
  • What we do

    We offer solutions to fit your financial needs and provide an upfront overview of costs.
    Explore
  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options

Background and qualification information is available at FINRA's BrokerCheck website.

Navigating uncertainty

Navigating uncertainty

Financial markets can be full of uncertainty. In fact, lately, that’s probably the very best way to describe it. But here’s the good news: you can weather the unknown today and still reach your goals tomorrow. I understand my clients and the changing markets and I'm here to provide personal financial advice based on your individual needs. I can help you avoid being distracted by short-term challenges and stay focused on the long term with confidence. Contact me for a complimentary initial consultation to discuss your financial goals.

Learn more about how we can work together Navigating uncertainty

As a client, you will receive

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.

My videos

6 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)