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 Income Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Intergenerational Planning
  • Employee Stock Options
  • Insurance
  • Domestic Partner Planning
  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Saving for Education
  • Women's Financial Strategies

Community participation


  • The Food Bank of Central & Eastern NC
  • Inter-Faith Food Shuttle
  • Step Up Ministry
  • Pancreatic Cancer Action Network
  • American Cancer Society

Our videos

8 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