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

Our videos

4 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