Fresh start
Isobel
I've been a client of Ameriprise Financial for three years. After my husband's death from cancer, I was concerned about my finances. I wanted a financial advisor who could help me understand my finances and what I needed to protect the things that matter to me. I found the financial firm my husband and I had engaged to invest our money didn't provide the personalized approach I needed. Then I discovered Lynn*, an Ameriprise financial advisor. Lynn took a comprehensive approach, reviewing all aspects of my finances — income, stocks, insurance, medical insurance needs, and long-term care insurance needs. I appreciate my ongoing relationship with Lynn and having a plan for my future.
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*Lynn Davidson, CFPS®, CLU®, Senior Financial Advisor, An Ameriprise Private Wealth Advisory Practice
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Each client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, and is discussing his/her experience as a brokerage customer. The experience highlighted is not an advertisement for investment advisory services, may not be representative of the experience of other clients and is not a guarantee of future performance or success. As a client of Ameriprise Financial you may work with different advisors over time.