How we work

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.

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

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

* St. Jude's Children Research Hospital

* Make a Wish NJ

* Tunnel to Towers (September 11th)

* Hurricane Sandy NJ Relief

* H.U. Lee Memorial Foundation

* REACH Beyond Therapy

Is there a charitable organization that is important to you and your family?

Share it with us: or visit our Facebook Page "Financial Foundation Services"

Our videos

12 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals