Robert J Cleary - Ameriprise Financial Services

General information

My Approach:

At Ameriprise Financial, we believe that taking a disciplined and integrated approach to planning for your dreams and goals is the best way to reach them. I ask targeted questions and listen closely to your answers. I provide guidance and advice, tracking your progress and helping you make adjustments to your plan as needed to ensure you stay on track.

Areas of Focus:
--Retirement Income Strategies
--Investments
--Tax Planning Strategies
--Estate Planning Strategies
--Small Business
--Wealth Preservation Strategies
--Retirement Plan Distribution
--Retirement Planning Strategies
--Saving for Education

Working Together:

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

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.

Based on licenses and registrations I hold, I may also conduct business in OH, MN, NY, DE, CT, NC, CA, IL, WA, FL, NJ, MD, MA, SC, TX, VA.
CA Insurance #0G13096

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success.
While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly.
Please visit www.ameriprise.com/social for more important disclosures and information.