In today's growing consumer market, where one has plethora of options to choose from for almost all goods and services, many companies have managed to maintain their goodwill and win the rat race with a simple rule - consumer is the king!
Some companies have carved their niche with prompt and accurate customer services and support system. A leading name among financial advisory services today is - Ameriprise Financial Services or the AFS.
Ameriprise Financial Services initiated as a small company from a local office, and have managed to expand a fortune. They are best known for their online financial advisory services and personal consultation.
Their strategy for the same is to use a handy advisor locator. The best part of using this locator is that you do not need to give any personal details. On the company's web portal simply key in your zip code. The locator would automatically supply a list of Ameriprise Financial Services Advisors with in your vicinity. Be rest assured that you won't be contacted unless & until you yourself opt to call an agent.
Besides the regular functions of the web portals, Ameriprise Financial Services' website offers enormous wealth of information on all aspects regarding financial planning. An individual's financial planning primarily depends on their budget and the financial requirements. However, at the end financial planning remains one's personal decision. Yet, all of us need to have a clear understanding of our goals from the same.
The personal advisors at Ameriprise Financial Services understand these basics and hence their website details the very core information like:
i. The fundamentals of investment
ii. Tips for paperwork
iii. Information that we must put forward before the advisor to make the best of his services. This way he or she would give you the best possible recommendations for your personalized financial planning needs.
How the Ameriprise Financial Services' Advisor works?
Ameriprise Financial Services' personal financial planner initially offers a free consultation session. Here, he or she would help you identify your financial goals. He or she would present before you the realistic & concrete picture of your current scenario and your actual needs. That is your financial stand today and what it requires to meet what you want.
In the following sessions, the advisors would help you synchronize the goals, that is prioritizing the needs & wants. He or she would then prepare the information you need. Next, He or she would present this information in a way that it clarifies all your doubts. Hence the advisor would help you understand the best possible ways to achieve your financial goals.
Ameriprise Financial Services advisors are always there for you in order to answer your questions. Yet, they are just advisors and they would leave the final decisions for the client or customer.
Finally a written plan would be developed. As per your requisites and goals it would also be modified until completion.
That is not all. You advisor would also help you implement the plan with regular meetings. Ensuring that the customer stays on the track to achieve their financial objectives and goals, they would guide you through the required changes as well.
What are the other services provided by Ameriprise Financial Services?
1. Insurance
Ameriprise Financial Services also deals with insurance. They provide:
i. Life Insurance
ii. Health Insurance
iii. Disability Insurance
iv. Long Term Care Insurance
v. Home Insurance
vi. Auto Insurance
2. Banking & Lending Agency
Ameriprise Financial Services is also an efficient banking & lending agency so they help you through money management & financial planning in the practical terms.
3. Investment Products
Ameriprise Financial Services' investment products include the following:
i. IRAs
ii. Annuities
iii. Stocks
iv. Bonds
v. Mutual Funds
This implies that the clients could easily diversify the portfolios & try varied types of investments during working with the advisors
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ReplyDeletefixed income research
Anyone who enlisted the services of a financial adviser will have a work plan from the said expert. This should have a detailed list as to how the financial adviser plans to go about the investment of his/her client. This can ensure a transparent work flow between the client and the adviser.
ReplyDeleteChina Ream