Soward & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 5.0 / 5 rating based on 7 reviews

Get to know us

We are committed to helping our clients achieve their financial goals. Learn about our team.
Meet the team
How we work

We provide personalized advice based on what’s most important to you.
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If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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

Saving for the future

Whether you’re saving for a major purchase or simply meeting today’s needs, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as a focus on tracking your progress, we can help you achieve your financial goals and adjust to whatever life brings. See how to get started with personalized advice. See how to get started with personalized advice

Now Playing

Q2 outlook: Interest rates, bull market and the economy

Q2 outlook: Interest rates, bull market and the economy

As the first quarter of 2024 ends, Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in Q2. (7:39)

April 10, 2024 Play video

Click to read article, 2024 housing market outlook: Will prices continue to rise?

2024 housing market outlook: Will prices continue to rise? March 18, 2024 Read more

Click to read article, Bulls vs. bears: Will stocks continue to rise?

Bulls vs. bears: Will stocks continue to rise? March 18, 2024 Read more

View more markets and economic insights

Events

2024 SEMINAR SERIES: Big Questions for a Better Retirement

APR 18, 2024 / 10:00 AM - 10:45 AM

As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness.

Please call: 1-844-621-395 6

Meeting Number (Access Code): 2486 341 7559

Password: Seminar1!

Annual Spring-Cleaning Shred Event

MAY 4, 2024 / 9:00 AM - 12:00 PM

Kickoff your spring cleaning by ridding yourself of all your old documents! Join us for morning refreshments while you watch the shred truck work its magic!
We will have an assortment of donuts, breakfast bars (e.g. granola/protein) and whole fruit. Along with coffee, we will also offer hot teach, orange juice & bottled water.

2024 SEMINAR SERIES: Understanding Medicare A to D

MAY 16, 2024 / 10:00 AM - 10:45 AM

Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage and costs

• Medicare drug coverage: Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

Please call: 1-844-621-3956

Meeting Number (Access Code): 2484 664 1692#

Password: Seminar1!

View all events

Ameriprise Financial was:

Recognized as a Best Place to Work for LGBTQ+ Equality on the Human Rights Campaign Foundation’s 2023-2024 Corporate Equality Index (CEI)
Recognized as a Military-Friendly^® Employer by VIQTORY for 10 consecutive years
Named a “Best Place to Work for Disability Inclusion” for four consecutive years

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial clients receive advice that is personalized to their financial goals. Because of this, 9 out of 10 of our clients are likely to recommend the experience to friends or family. Begin your journey with us today: https://www.ameriprise.com/financial-planning (0:30)

Two Minutes on the Ameriprise Investment Research Group (IRG)

Two Minutes on the Ameriprise Investment Research Group (IRG)

When you work with Ameriprise, you and your advisor are backed by the Ameriprise Investment Research Group – a team of professionals that carefully watches market conditions, evaluates the impact to investments and provides guidance as developments occur.

(2:00)

Personal stories, personalized advice. Linda and Gary’s story.

Personal stories, personalized advice. Linda and Gary’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Gary and Linda's story and visit ameriprise.com/advisory-solutions to learn more advisory options. (1:55)

Personal stories, personalized advice. Sydney’s story.

Personal stories, personalized advice. Sydney’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Sydney’s story and visit ameriprise.com/advisory-solutions to learn more advisory options. (2:12)

Personal stories, personalized advice. Kelsey and Jenny’s story.

Personal stories, personalized advice. Kelsey and Jenny’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Jenny and Kelsey’s story and visit ameriprise.com/advisory-solutions to learn more advisory options.

(1:50)

How can personalized advice help you reach your financial goals? Let’s start with a conversation.

Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

Personalized goal-based advice to help you feel more confident about your financial future.