Stephen Garrett Jr

CIMA®

Financial Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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  • What we do

    We offer solutions to fit your financial needs and provide an upfront overview of costs.
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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
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Background and qualification information is available at FINRA's BrokerCheck website.

Staying focused on tomorrow

Staying focused on tomorrow

Setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. I take the time to understand you and your goals, understand those changing markets and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. I’m here to help you stay focused today so you can reach your goals tomorrow. Contact me for a complimentary initial consultation to discuss your financial goals.

Learn more about how we can work together Staying focused on tomorrow

How we’ll work together during the COVID-19 outbreak

Our team remains committed to serving our clients, and we will continue to be available to you as we are today. We will conduct our client meetings via phone call or online, rather than meeting in person. We will hold all client meetings as scheduled; we are simply moving to a virtual support plan.

My videos

5 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)