BOKERN, D'SOUZA & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.
  • Get financial goal insights

    Learn more about saving for retirement, investing, protecting assets and more.
    Explore
  • Current market conditions

    Get the latest market and economic insights from Ameriprise experts
    Read more
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

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

Our approach

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

A simple solution for the unexpected in retirement

Are you looking for a simple way to protect your retirement assets from the potentially devastating impact of long-term care expenses? Would you like to put cash, CDs, or money market dollars to work to help protect your retirement and loved ones from this potential risk?

Learn more about a simple solution for this unexpected risk, especially if you:
  • Are planning for retirement,
  • Have never assessed your risk to long-term care expenses, or
  • Have previously objected to long-term insurance (e.g., because you may “waste” premiums if you never have to use the benefit; or, because you were concerned about future premium increases).

The Ameriprise difference

#1
most trusted1
#1
in customer loyalty2
#1
in customer service3

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.

view commentary  

Choices

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)