Jeff Roberts, #2 in Alabama: Barron's Top 1,200 Financial Advisors, 2021
Background and qualification information is available at FINRA's BrokerCheck website.
One-to-one financial advice
We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.
Personalizedrecommendations
We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.
Regular meetings
We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.
Anytime access
At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.
Our team is dedicated to helping our clients find confidence through financial plans that are personalized to their goals. That's why we're thrilled to announce that Jeff Roberts has been named to two industry publications' top financial advisor lists:
All of us at MavenCross Wealth Advisors ® are proud to work with Jeff every day in service of our clients and their families. These accolades are a true testament to your hard work, commitment, and care. Thank you to all of our loyal clients - we are honored to be part of your lives.
To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video
The pace of global economic recovery has slowed. Will it pick up again? Watch Ameriprise Chief Economist Russell Price discuss the path for inflation into2022, whether consumer prices will continue to rise and potential strains on the US economy. (4:18)
Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)
Stocks jumped to new highs in October. Ameriprise Global Market Strategist Anthony Saglimbene discusses views for the final weeks of the year; impacts from supply, transportation and inflation challenges; and the early outlook for 2022. (3:56)
We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)
Deciding your next right move is challenging when the markets feel uncertain. Advice from a personal financial advisor that knows you and today’s markets can help you weather changes in the short term and reach your long-term goals tomorrow. (0:15)
Did you know that regular rebalancing can help manage risk and keep you aligned with your goals? Learn more about how it can work for you. (1:50)
See how permanent life insurance can provide protection, retirement income and tax advantages – all in one. (3:27)
Learn how you can keep more of the money you've earned by ensuring your investments are as tax efficient as possible. These 3 tax diversification strategies can work together to help you gain control. (3:29)
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.
When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)
After you complete the form below, we will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice we provide, and the costs associated. We look forward to meeting you and discussing your financial future.
All fields are required.
Ameriprise Financial understands that privacy and security are important to you. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Direct URL to this form: https://www.ameripriseadvisors.com/team/mavencross-wealth-advisors/?openFormModal=request-contact
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
This offer is only valid in the United States.
Please do not submit account or other confidential information via this form.
Consult with your tax advisor or attorney regarding specific tax issues.
corporate entities and important disclosures | website rules and regulations | privacy and security center | about email fraud
Your message has been sent successfully.
Thank you for requesting a consultation.
We will contact you to set up a complimentary meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice we provide if you decide to work with us.
Prepare for your consultation by reviewing our pre-meeting checklist and discussion guide.
We look forward to helping you achieve your financial goals.
This offer is valid only in the United States.
Your message was not sent.
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2021 Ameriprise Financial, Inc. All rights reserved.
If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about our practice. When you refer us, they will receive an email with a link to our website where they can learn about what it’s like to work with us and reach out for a complimentary consultation, if they choose. We look forward to the opportunity to help your friend or family members achieve their financial goals.
Thank you.
The person you refer will receive an email with a link to visit our website and contact us for a complimentary consultation, if they choose. We will be notified of your referral with your friend's contact information and may reach out to them directly.
Direct URL to this form: https://www.ameripriseadvisors.com/team/mavencross-wealth-advisors/?openFormModal=referral
Your referral will receive an email with a link to visit our website and contact us for a complimentary consultation form. We will be notified of your referral with your friend's contact information and may reach out to them directly.
Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2021 Ameriprise Financial, Inc.