Ameriprise Financial Discussions

Prefacing this by saying i really know nothing about stocks.

I hired a CFP a couple years ago through a trustworthy referral (actually 2). We pay $125 a month but tbh I have no idea what for… he “handles” our equity accounts (aside from current company 401k). I really don’t see the value but maybe I’m missing something?

Anyways. If we were to “fire” him… what do I do with the money in my accounts now? Tbh, I don’t even know what the “accounts” are. Everything is done through Ameriprise.

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What's the cost for a small business Ameriprise 401k solution? It's a new plan for 5 employees.

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Friday Wordle 314 2/6

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Hello Everyone,
I hope all of you are doing well! I am a graduate of Rutgers University where I received my both my bachelor’s in Public Health and my Master’s in Health Administration. At the moment, I am living and working in New York. I’m currently exploring new job opportunities so feel free to message me.
Kind regards,
Johvensky

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{ "company_alias_id": "59a66545333c780010187073", "company_alias_name": "Ameriprise Financial", "company_subscribe": false, "company_subscribe_jobs": false }
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