How we work

Our Guiding Principles:

We help our clients reach for their dreams through a collaborative advisory relationship with a world class client experience.

  • Clients Come First
  • Family-Focused
  • Integrity Always
  • Excellence through Leadership and Teamwork
  • Pursue Life Balance

Areas of focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Family Finances
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Community participation

Ameriprise is committed to providing domestic hunger-relief through its partnership with Feeding America®. In 2018, with support from employees and advisors, Ameriprise provided more than 8 million meals and nearly 40,000 volunteer hours to hunger-relief organizations across the country. Thank you to everyone who volunteered with us for our Ameriprise National Day of Service. We were part of a nationwide team of 10,000 volunteers. Locally we helped community members by sorting food for the Regional Food Bank of Northeastern NY. Ameriprise is committed to providing domestic hunger-relief through its partnership with Feeding America®.

  • Junior Achievement Volunteer, Board Member (S. Mirkovic)
  • Board Member (S. Mirkovic) Finanacial Planning Assoc. NENY
  • Board Member (L. Mirkovic) Albany Ride for Missing Children
  • Contribute to Ronald McDonald House of the Capital Region
  • Contribute to Regional Food Bank of Northeastern New York
  • Members of Capital Region Regional Chamber of Commerce

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.