Financial Education Videos & Downloads | Steven Merenda

Steven Merenda

Private Wealth Advisor

Virtus Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Our goal? Helping you achieve yours.

Our goal? Helping you achieve yours.

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)

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 2℠ annuity can help give you the confidence to stay invested. (RiverSource Structured Solutions 2℠ annuity is not available in NY. This video is not yet approved for use in OR.) (1:35)

Reach your financial goals with help from Ameriprise Financial advisors

Reach your financial goals with help from Ameriprise Financial advisors

Ameriprise Financial Advisors provide personalized advice to help our clients reach their financial goals in the short and long term. With over 130 years of history, we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust to set them up for financial success. Start financial planning with us today: www.ameriprise.com (2:24)

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 financial 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)

SSAnalyzer information form

Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.

Data summary sheet – interactive version

This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.

Navigating your job transition

This brochure provides practical guidance for individuals navigation a job transition.

Ameriprise Financial client relationship summary

Form CRS summarizes important information about the services we offer, our fees, and potential conflicts of interest in a clear and concise manner.

Understanding Medicare

If you’re five or more years away from retirement use this whitepaper to understand action steps that can help you achieve financial confidence.