Larry K. Fox & Associates - Waterloo, IA | Ameriprise Financial

Working together, we can help you reach your financial goals.

Personalized financial advice. Exceptional client service.

We help clients plan for a more confident financial future.

Our Approach

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work with our client’s attorney and CPA to help bring clarity and comfort to it by guiding our clients — and their families — through the process. Our clients typically have questions about issues like how to preserve their wealth, how to manage their taxes, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.

Background and qualification information is available at FINRA's BrokerCheck website

View our video to learn about our focus on a personalized, comprehensive financial planning approach. Through this individualized approach, we walk our clients through our unique process focusing on the 7 areas of financial planning, which helps our clients have more confidence in their financial future.

We added a new event: How the new tax laws may impact you

April 10^th
We added new videos: A closer look at volatility factors., What can we learn from past volatility?, What’s happening in global and emerging markets?, What can investors do after volatility?

March 22^nd

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Gauge your retirement readiness

Our 3-Minute Confident Retirement^® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)