Thomas Ward - Ameriprise Financial Advisor

The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. My approach centers on the philosophy that clients make better financial decisions when they have a plan that considers their personal circumstances. Together with our knowledge and experience-based wealth management strategies, my team and I have developed a service model utilizing seven specific steps to facilitate the financial planning process: 1. Understand why future clients come to see us, their circumstances, their goals and expectations, and if their needs are aligned to our service.2. Gather information that adequately reflects their current financial situation as well as their attitudes toward investment risk.3. Meet with the client to confirm our overview of their information in the context of their circumstances. We share our first thoughts in terms of how we observe their strengths and weaknesses and clarify their priorities.4. Apply our knowledge to analyzing the client's data, and then developing a recommended course of action.5. Meet with the client to present our findings, review our work to ensure we've addressed their needs, and present solutions. At the end of our meeting we can help you to execute the strategies discussed.6. Our team of financial advisors in Rochester, NY completes personal profiles and client forms, and gathers beneficiary information as necessary.7. Track the client's personal situation and progress on an ongoing basis........

The advisor listed is an Ameriprise financial advisor in Rochester. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. At Council Rock Wealth Advisory Group, we are committed to offering comprehensive advice and personalized financial care for all of your wealth management needs. We take the time to listen to you and understand your goals, and then help you build a plan to reach them. Our advisors take the time to educate and advise you so that you are empowered to make the best financial decisions based on your individual goals. We want to be Rochester, NY's go-to resource for retirement planning and assisting with 401(k)and IRA rollovers. Together, we'll work through the options available to help you pursue your retirement goals.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester, NY area, Rohini Daliya will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.