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

What you can expect when you work with us

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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Events

Retirement Planning Dinner

Co-Founder and Private Wealth Advisor Bob Bonfiglio MBA,CFP®, ChFC®, BFA™ and Financial Advisor Katie Geery, CFP®, MBA, APMA®, CRPC® willbe presenting a discussion specifically designed for current and former BAESystems employees to share how you can optimizethe available options to secure your retirement.

While BAE Systems does not sponsorus, our value comes from the years of experience we have gained working withyour current and former colleagues.

We will review:

- The hidden potential in your401(k) plan

- Some important features of your pension plan

- Building a source of tax-free income for your retirement

- Estate planning benefits available to you … and more

BAE Retirement Planning Virtual Seminar

Co-Founder and Private Wealth Advisor Bob Bonfiglio MBA, CFP®, ChFC®, BFA™ and Financial Advisor Katie Geery, CFP®, MBA, APMA®, CRPC® will be presenting a discussion specifically designed for current and former BAE Systems employees to share how you can optimize the available options to secure your retirement.

While BAE Systems does not sponsor us, our value comes from the years of experience we have gained working with your current and former colleagues.

We will review:

- The hidden potential in your 401(k) plan

- Some important features of your pension plan

- Building a source of tax-free income for your retirement

- Estate planning benefits available to you … and more

Raytheon Retirement Planning Seminar VIRTUAL

This presentation is specifically designed for current and former Raytheon employees to share how to maximize key features specific to your benefit plans that many employees may be unaware of. While Raytheon does not sponsor us, our value comes from the experience we have gained working with your current and former colleagues.

To learn more, join us for a virtual discussion on retirement planning. Spouses and significant others welcome. Also, feel free to share this with your Raytheon colleagues.

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Our videos

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Why investors should consider this key ingredient
Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

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Will stress in the banking sector cast a shadow over Q2?
Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

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Sunrise
Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:30)

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.
Refer us
Gauge your retirement readiness

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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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)