Advisor profile


My approach

Neil Zipfel - 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.

Neil Zipfel - My approach photo

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investment Management
  • Estate Planning Strategies
  • Retirement Income Strategies
17
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

  • Capital University, Bachelor of Arts (Business Management), Columbus, Ohio

Interests

  • Spending time with family & friends
  • Exercise/running to stay sane
  • Vacationing
  • Spending time with family at Lake Wawasee, IN
  • Hanging with Sammy (the dog)
  • Documentaries