Stephen Garrett Jr, Financial Advisor serving the Birmingham, AL area - Ameriprise Advisors

Stephen Garrett Jr

Financial Advisor

Garrett, Perkins & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC

What we do

We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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Anytime online access

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

Personalized financial advice helps build my clients’ portfolios as well as their confidence. The plan we create is for the long term, so you can feel more confident even when the markets feel uncertain. Schedule a complimentary initial consultation to talk about your financial goals.

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How stocks may react to a potential government shutdown September 18, 2023 Read more

Will tech stocks continue to lead the market? September 18, 2023 Read more

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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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Events

Medicare 101- Understanding the A, B, C & D's of Medicare

OCT 5, 2023 / 6:15 PM - 8:00 PM

This presentation will focus on:

Social Security- Options to help you maximize your benefits

OCT 26, 2023 / 6:30 PM - 8:00 PM

Please join us for a complimentary presentation that will focus on:

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5 ways to navigate higher debt costs

5 ways to navigate higher debt costs

The rise in interest rates by the Federal Reserve is leading to higher borrowing costs and tightening credit standards for consumers. Ameriprise Fixed Income Strategist Brian Erickson shares actions that individuals can take to help cope with this new environment. (2:43)

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)

Personal stories, personalized advice. Kelsey and Jenny’s story.

Personal stories, personalized advice. Kelsey and Jenny’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Jenny and Kelsey’s story and visit ameriprise.com/advisory-solutions to learn more advisory options.

(1:50)

Quality stocks: A refuge for investors?

Quality stocks: A refuge for investors?

As we move into the second half of 2023, Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains why high-quality stocks may be an opportunity for investors. (3:43)

The confidence to stay invested

The confidence to stay invested

How will the ups and downs of the market affect your retirement portfolio? Watch this video to see how the RiverSource Structured Solutions^SM annuity help give you the confidence to stay invested. (1:33)

Why investors should consider this key ingredient

Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

Balancing growth and protection

Balancing growth and protection

Use this video with clients to teach them how the RiverSource Structured Solutions^SM annuity works to combine growth potential with a level of protection from losses. (7:35)

Stephen Garrett Jr 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.