We offer financial and investment services to individuals and families, as well as to small business owners and their employees. First Financial Advisory Services, Inc. provides referrals for tax preparation services to individuals.
Merrill Lynch is one of the world's leading wealth management companies, with nearly $2 trillion in client assets. Our Financial Advisors bring the most powerful elements available to help clients achieve the life they envision.
At Optimum Retirement Solutions, we help bridge the gap between your retirement dreams and reality. As an independent fiduciary, I am well versed in providing individuals and businesses with sound retirement plans that are aimed at their long-term goals, without neglecting their short-term needs.
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.