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Donald T. Ladd CFP - Ameriprise Financial

Keene, New Hampshire, United States

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General Info:

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: Accurate information about our tailored solutions, including risks, benefits and costs If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives Professional help in clarifying your financial goals and priorities What to Bring: A list of any questions you have regarding your current financial situation A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention We deliver financial solutions for today and tomorrow through a comprehensive personalized financial planning approach built on a long-term relationship with a knowledgeable advisor.

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