Messer, Rust & Burkert Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 9 reviews

  • How we work

    We provide personalized advice based on what’s most important to you.
    Learn more

  • Financial confidence

    See where you stand across key financial areas with the 3-Minute Confident Retirement® check.
    Take the check

  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

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.

Personalized
recommendations

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.

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Events

A Gift for the Ones You Love: The Family Love Letter & Wine Tasting Event

Establishing plans to provide a sound future for your loved ones is an important part of any well-rounded legacy plan. Creating a Family Love Letter can help you have sensitive conversations with your family about preserving, protecting, and transferring the legacy you will one day leave behind.

Please join us and Cheri Brooks, Senior Vice President, Business Developer, & Head of Neuberger Berman Advisor Institution for a discussion on how to give this “gift” to your family. Crafting your own personalized Family Love Letter will help you make thoughtful choices and feel prepared while also preventing rash decisions and mistakes during a time of grief and confusion.Wine tasting will follow after the presentation.
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Protecting what matters most

To achieve your financial goals and preserve your assets — today and tomorrow — it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.