Soundview Financial Group

A financial advisory practice of Ameriprise Financial Services, Inc.
  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us
  • 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.
    Learn more

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

3 videos

The Ameriprise difference

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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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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)