Katherine Clark - Associate Financial Advisor, Ameriprise Financial Services, LLC

At Katherine Clark - Associate Financial Advisor, Ameriprise Financial Services, LLC, we prioritize what matters most to you. Whether your goals include planning for retirement, funding an education, or making a significant purchase like a second home, we are here to help you achieve them. Our comprehensive financial advisory services encompass investment strategies, asset allocation, and portfolio recommendations tailored to your individual goals and personal risk tolerance.

Our Approach:

1. Personalized Goal Setting: We start by understanding your unique financial objectives.

2. Regular Reviews: We document your goals and meet regularly to review and analyze your progress.

3. Adaptive Strategies: As life changes, we update your financial strategy to keep you on track.

4. Secure Access: You can access your investments and accounts from any device, track your progress, and share information securely with us at any time.

Getting Started:

Ready to learn more about how we can assist you in achieving your financial goals? Schedule a complimentary initial consultation to get started. During this session, we provide an overview of financial planning concepts. Please note that you will not receive written analysis and/or recommendations during the initial consultation.

Expert Insights:

Stay informed with expert insights from Ameriprise Financial Chief Market Strategist Anthony Saglimbene, who discusses the impact of Big Tech on stock prices and when other S&P 500 Index companies, industries, and sectors might begin to contribute.

Compliance and Registration:

Katherine Clark may only conduct securities business with residents of states in which she is properly registered. For more information, please refer to FINRA's BrokerCheck website.

Client Relationship Summary Disclosure:

For detailed information about our client relationships, please refer to the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Important Disclosures:

- Securities are offered by Ameriprise Financial Services, LLC, a member of FINRA and SIPC.

- Ameriprise Financial cannot guarantee future financial results.

- Users of our services agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

- For more information on privacy and security, please visit our Privacy and Security Center and learn about our Online Security Guarantee and Email Fraud Prevention.

Referrals:

We appreciate the opportunity to help your friends or family members achieve their financial goals. If you refer someone to us, they will hear from us soon. Feel free to let them know in advance that we will be reaching out.