Rochester / New York / United States
The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. My approach centers on the philosophy that clients make better financial decisions when they have a plan that considers their personal circumstances. Together with our knowledge and experience-based wealth management strategies, my team and I have developed a service model utilizing seven specific steps to facilitate the financial planning process: 1. Understand why future clients come to see us, their circumstances, their goals and expectations, and if their needs are aligned to our service. 2. Gather information that adequately reflects their current financial situation as well as their attitudes toward investment risk. 3. Meet with the client to confirm our overview of their information in the context of their circumstances. We share our first thoughts in terms of how we observe their strengths and weaknesses and clarify their priorities. 4. Apply our knowledge to analyzing the clients data, and then developing a recommended course of action. 5. Meet with the client to present our findings, review our work to ensure weve addressed their needs, and present solutions.At the end of our meeting we can help you to execute the strategies discussed. 6. Our team of financial advisors in Rochester, NY completes personal profiles and client forms, and gathers beneficiary information as necessary. 7. Track the clients personal situation and progress on an ongoing basis.
