SMALL & ASSOCIATES FINANCIAL

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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  • Financial advice

    Receive personalized advice based on what’s most important to you.
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  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

At Small and Associates Financial, you’ll notice something different from the first moment you walk through the door. The way you’re treated may remind you of something familiar.

We treat everyone like family, and that’s more than just helping you feel welcomed and comfortable. We tell you what you need to hear by providing tailored advice for your situation.

You need to know all your options including the upsides and potential downsides of any decisions. At Small and Associates Financial, we want you to succeed and feel confident about the choices you make.

This explains why, after working with our team, many people tell their friends and family about us, which is why the majority of our clients come from referrals.

Small and Associates Financial helps give you clarity for today and confidence for tomorrow.

Do you know your tolerance for investment risk?

When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.

Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.

Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.

Our videos

10 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)