Ameriprise Upper East Coast Team

A financial advisory practice of Ameriprise Financial Services, LLC
  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
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  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

As a team, we’re here to help you work toward the financial goals most important to you. We are committed to helping you live the lifestyle you’ve earned.

An important part of your financial journey is tracking and updating your goals online. Working together, we’ll regularly review your financial situation and discuss the steps to help you achieve your goals. With our personalized advice and smart technology, you can:

  • Create a personalized goal timeline
  • See your probability of success
  • Work with us to help increase your financial confidence
  • Track your progress and adjust your goals at any time

Working together, we can help you achieve your financial goals both now and in the future. Track or update your goals today.

Are you a client?

  • Not yet registered: Set up your online access by clicking “New User” on the log in page
  • Already registered: Log in to track or update your goals

Not yet a client?

  • Not yet registered: Get started today with online goal tracking
  • Already registered: Log in to track or update your goals

Our videos

3 videos

The Ameriprise difference

Ask us 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)