Richards, Meli & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 19 reviews
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Connect with us when and how you need to — in person, by phone or online.

  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights

  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

    Explore tax insights

  • 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 WHY, GUIDING PRICIPLES, and CREDO

Our WHY:

Simplify * Empower * Inspire Confidence

Our GUIDING PRINCIPLES:

  • Clients Come First
  • Family Focused
  • Integrity Always
  • Meaningful Relationships
  • Community Support

Our CREDO:

At Richards, Meli & Associates our commitment is to simplify financial advice, making it empowering and collaborative. We are driven to inspire confidence in your financial future, so you can focus on what matters most - your family and your dreams.

With integrity always as our guiding principle, we build meaningful relationships rooted in trust, respect and understanding. We proudly support our community, fostering connections that strengthen us all.

Above all, at Richards, Meli & Associates the client comes first. Your goals, your needs, your success – we’re here to help you thrive every step of the way.

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Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “Retirement Challenges” section. It will let you delve into important issues that could potentially affect your retirement.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.