Toporowski Clark & Romans Financial Group

About Us

Ameriprise financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. Your advisor takes the time to understand what’s truly important to you. Together, they will document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected.

Take the first step toward a more confident financial future by setting up an initial conversation.

What to expect from the first meeting

Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together.

To help your advisor understand your current financial status, it’s helpful to share information on accounts and income. Examples include:

Current income and expenses
Bank and investment statements
Home and real estate
401(k) and IRA accounts
Insurance policies
Additionally, consider future financial goals you would like to achieve, including both short- and long-term goals.

Questions to consider before you meet

To prepare for your first meeting, think about your current financial picture and priorities. To help, consider these financial questions:

What are your most important financial goals right now?
What concerns you most about your finances?
Did a recent event cause you to seek advice?
What are you looking for from a financial advisor? What are you not receiving currently?

Rep/Contact Info

Kerry Toporowski
Financial Advisor/Franchise Owner
  • Phone: (563) 214-1857