Roger Adam

Financial Advisor
Client Satisfaction 5.0 / 5 rating based on 8 reviews

  • 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.

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

My videos

2 videos
close
Now Playing
view my video
 
The path to a financial comeback
The path to a financial comeback

Based on findings in the Financial Comebacks study from Ameriprise, hear expert insights on the most common setbacks and strategies to recover. (15:36)

Now Playing
view my video
 
Midyear insights: What may be next for the markets and economy?
Midyear insights: What may be next for the markets and economy?

Hear insights on year-to-date market and economic drivers, and key indicators to watch through the rest of the year. (23:53)

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

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.

view commentary
 

Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)