Soundview Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Personalized advice

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

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

How we create more confidence and financial peace of mind for you:

Our number one commitment is to help our clients simplify their financial lives and provide them with more confidence and peace of mind.

    1. We take the time to listen and document what is important to you. This helps us set your unique, achievable, time -based goals to get you where you want to go.
    2. There are a lot of products out there and we help cut through the noise to find the right strategies for you to pursue your goals. We help you understand your options, so you can make knowledgeable decisions.
    3. You will be able to see your investments and strategies, and how they are performing, as well as your financial goals and your progress toward those goals. Your Ameriprise profile also includes market news, secure message center, and Total View available anytime from your smartphone, computer or tablet.
    4. Work with our advisors the way you want to work. Our services allow you to choose the service model that best fits your goals and lifestyle.

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 “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

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.

Our videos

6 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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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)