How we work


What you can expect when you work with us

What you can expect when you work with us
At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.
What you can expect when you work with us

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Estate Planning Strategies
  • Saving for Education
  • Investment Management
  • Investments
  • Business Retirement Plans
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Sustainable and Responsible Investing
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Charitable Giving

Community participation

Matt and Marsha participate in the 2019 Month of Service Volunteering at M.C.F.O.O.D.S (a partner of
Matt and Marsha participate in the 2019 Month of Service Volunteering at M.C.F.O.O.D.S (a partner of

The team at Financial Foundation Services partners with community and charitable organizations yearly to provide awareness while offering client's the opportunity to get involved and give back.

* East Brunswick Regional Chamber of Commerce, Charter Member

* Feeding Middlesex County / M.C.F.O.O.D.S

* St. Jude's Children Research Hospital

* Make a Wish NJ

* Tunnel to Towers (September 11th)

* Hurricane Sandy NJ Relief

* H.U. Lee Memorial Foundation

Share charitable organizations that are important to you with us: Amy.Jones@ampf.com or visit our Facebook Page "Financial Foundation Services"

Our videos

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Working with us

Ameriprise financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. Your advisor takes the time to understand what’s truly important to you. Together, they will document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected.

Take the first step toward a more confident financial future by setting up an initial conversation.

What to expect from the first meeting

Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together.

To help your advisor understand your current financial status, it’s helpful to share information on accounts and income. Examples include:

  • Current income and expenses
  • Bank and investment statements
  • Home and real estate
  • 401(k) and IRA accounts
  • Insurance policies

Additionally, consider future financial goals you would like to achieve, including both short- and long-term goals.

Questions to consider before you meet

To prepare for your first meeting, think about your current financial picture and priorities. To help, consider these financial questions:

  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a recent event cause you to seek advice?
  • What are you looking for from a financial advisor? What are you not receiving currently?

What you’ll receive going forward

Your first meeting is just the beginning of an ongoing relationship and process. When you work with an Ameriprise advisor, you can expect:

  • One-to-one financial advice based on your goals and needs
  • Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty
  • Regular meetings to review your goals, progress and investments
  • Anytime access to your investments, and digital tools to help you stay on track

With right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life.