How we work

Your investment strategies

Are you looking for a solid, yet strategic investment strategy that helps to build and protect wealth? With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to strengthen your portfolio’s potential and suit your risk tolerance. We’ll regularly review your portfolio and will offer new strategies as your life changes and the market goes up and down. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Charitable Giving

Community participation

Walkers & Associates:

Host & Sponsor: Ameriprise Financial National Day of Service 2014- Present

Volunteer: America's Grow-A-Row,

Charitable Causes: Girls on The Run Flemington, Center for Faith Justice, Hunterdon Drug Awareness Program, Inc., St. Baldrick's, Woodlands Wildlife Refuge, Inc.

  • Sponsor/Participant: Empty Bowls, Community Outreach Program
  • Financial Education Presenter: Somerset Hills Learning Inst.
  • Member: Flemington Community Partnership
  • Event Organizer/Donor: Flemington Area Food Pantry
  • Sponsor: Adult Day Center of Somerset County
  • Sponsor: Various Local Youth Sports Leagues

Our videos

12 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals