Robert Breen - Financial Advisor, Ameriprise Financial Services

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As a part of an Accredited Wealth Management, Ameriprise Platinum Financial Services® Practice, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on knowledgeable advice, ongoing financial planning, and personalized asset management strategies. I will help you identify and prioritize your goals, and we'll build a financial plan to pursue those goals. Once a plan is in place, I will help you track your progress and make adjustments as your life and the markets change so you can focus on living and enjoying your life. I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. Working together, we'll essentially design a roadmap for your financial life and help you navigate through it to reach your goals, thereby helping you feel greater financial confidence. Areas of Focus: Investment Management, Tax Planning Strategies, Small Business Planning, Retirement and Social Security Income Strategies, Saving for Education and College Preparation, 401(k) Rollovers, Business Retirement Plans, Insurance Analysis, Family Finances, Sudden Wealth, Trust, Estate and Legacy Planning